Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HSZIEH AND LEE PROFESSIONAL DENTAL CORPORATION
EIN 20-0836896medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
18
600 CORPORATE DRIVE, SUITE 200 - LADERA RANCH, CA 92694949-429-6400LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 18 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#001
HSZIEH AND LEE PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HSZIEH AND LEE PROFESSIONAL DENTAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$259K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HSZIEH AND LEE PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.4M | 9 | 2025 | |
| 002 | HSZIEH AND LEE PROFESSIONAL DENTAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $259K | 9 | 2025 |
Retirement plans