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Sponsor portfolio

LENNY W ARIAS DDS PLLC

EIN 90-0953098-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
5575 E RIVER RD STE 171 - TUCSON, AZ 85750520-299-5122
Plans on this EIN
2 filings
#001401k-$1.4M - 6 part#002CashBalance-$360K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRUST (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LWA RETIREMENT PLAN AND TRUST

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LWA CASH BALANCE PLAN

CashBalance

Assets$360K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LWA RETIREMENT PLAN AND TRUST401k$1.4M62024
002LWA CASH BALANCE PLANCashBalance$360K42024
Retirement plans
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