Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD Y. LIU, D.M.D., PA
EIN 02-0347743Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
12
101 SHATTUCK WAY, SUITE #5 - NEWINGTON, NH 03801603-436-9200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 12 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#003
RICHARD Y. LIU, D.M.D., P.A. PROFIT SHARING PLAN
401k
Assets$4.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RICHARD Y. LIU, D.M.D., PA CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RICHARD Y. LIU, D.M.D., P.A. PROFIT SHARING PLAN | 401k | $4.2M | 8 | 2025 | |
| 004 | RICHARD Y. LIU, D.M.D., PA CASH BALANCE PLAN | CashBalance | $2.1M | 4 | 2024 |
Retirement plans