Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANCE A. ALBRECHTSEN DDS, MS, INC.
EIN 87-0646462medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
33
3593 N. ELKRIDGE TRAIL - EDEN, UT 84310801-479-9800doctoraortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 33 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
LANCE A. ALBRECHTSEN DDS, MS., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANCE A. ALBRECHTSEN DDS, MS, INC. PROFIT SHARING PLAN
401k
Assets$1.7M
Participants16
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 | LANCE A. ALBRECHTSEN DDS, MS., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 17 | 2024 | |
| 001 | LANCE A. ALBRECHTSEN DDS, MS, INC. PROFIT SHARING PLAN | 401k | $1.7M | 16 | 2024 |
Retirement plans