Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON D. LYMAN, D.M.D., P.C.
EIN 86-1010967Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
15
407 E. IOWA - HOLBROOK, AZ 86025928-524-6854
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JASON D. LYMAN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JASON D. LYMAN, D.M.D., P.C. PROFIT SHARING PLAN
401k
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JASON D. LYMAN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 4 | 2024 | |
| 001 | JASON D. LYMAN, D.M.D., P.C. PROFIT SHARING PLAN | 401k | $1.7M | 11 | 2024 |
Retirement plans