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  2. PATRICIA SING CHOI, D.D.S., M.S
Sponsor portfolio

PATRICIA SING CHOI, D.D.S., M.S

EIN 03-0540382-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
12
2111 PARKSIDE DR STE A - FREMONT, CA 945365209510-792-2333
Plans on this EIN
2 filings
#001401k-$1.9M - 6 part#002CashBalance-$804K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • SHARING 401K PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#001)6
  • CASH BALANCE PLAN (#002)6
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#001

PATRICIA SING CHOI, D.D.S., M.S., INC. PROFIT SHARING 401K PLAN

401k

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PATRICIA SING CHOI, D.D.S., M.S., INC. CASH BALANCE PLAN

CashBalance

Assets$804K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATRICIA SING CHOI, D.D.S., M.S., INC. PROFIT SHARING 401K PLAN401k$1.9M62024
002PATRICIA SING CHOI, D.D.S., M.S., INC. CASH BALANCE PLANCashBalance$804K62024
Retirement plans
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