Filings through .
Sponsor portfolio
Nelson MD and Lochhead MD
EIN 84-4965751Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$111K assets
Welfare
0
Participants
3
28202 CABOT RD, SUITE 635 - LAGUNA NIGUEL, CA 92677856-220-3242
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON MD AND LOCHHEAD MD 401(K) PROFIT SHARING PLAN | 401(k) | $111K | 3 | 2025 |
Retirement plans