Assets by plan
Share of aggregate retirement assets
Filings through .
Stuart Lerner MD LLC
EIN 90-0657387medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Health & Benefits
0
Participants
23
970 N. KALAHEO AVE., C-316 - KAILUA, HI 96734808-954-4463dr-lerner.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 23 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
STUART LERNER MD LLC CASH BALANCE PLAN
Cash balance
Assets$1.4M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
STUART LERNER MD LLC PROFIT SHARING PLAN
Profit-sharing
Assets$586K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | STUART LERNER MD LLC CASH BALANCE PLAN | Cash balance | $1.4M | 9 | 2025 |
| #001 | STUART LERNER MD LLC PROFIT SHARING PLAN | Profit-sharing | $586K | 14 | 2025 |
- #002 · Cash balance · 20259
- #001 · Profit-sharing · 202514
Retirement plans