Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANCE STEINBERG, MD INC.
EIN 95-4771481medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
23501 PARK SORRENTO DR., SUITE 101, SUITE 101 - CALABASAS, CA 91302818-224-3540lancesteinbergmd.netLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 5 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 STEINBERG, MD INC. PENSION PLAN
TraditionalDB
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANCE STEINBERG, MD INC. RETIREMENT PLAN
ProfitSharing
Assets$324K
Participants3
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 STEINBERG, MD INC. PENSION PLAN | TraditionalDB | $1.4M | 2 | 2025 | |
| 001 | LANCE STEINBERG, MD INC. RETIREMENT PLAN | ProfitSharing | $324K | 3 | 2025 |
Retirement plans