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  2. LISA COONEY, MD, PC
Sponsor portfolio

LISA COONEY, MD, PC

EIN 92-0162789-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
12
PO BOX 877031 - WASILLA, AK 996877031907-707-9398LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003CashBalance-$1.8M - 5 part#002401k-$779K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#003)70%
  • MD, PC 401(K) (#002)30%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PC 401(K) (#002)7
  • CASH BALANCE PLAN (#003)5
Total 12Click 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#003

LISA COONEY, MD, PC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LISA COONEY, MD, PC 401(K) PLAN

401k

Assets$779K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LISA COONEY, MD, PC CASH BALANCE PLANCashBalance$1.8M52024
002LISA COONEY, MD, PC 401(K) PLAN401k$779K72025
Retirement plans
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