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Sponsor portfolio

PETER N K LE DDS

EIN 20-1086418-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
23
1350 RAILROAD AVENUE - LIVERMORE, CA 94550925-447-3057
Plans on this EIN
2 filings
#002CashBalance-$3.4M - 9 part#001401k-$2.9M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • LE DDS PENSION (#002)55%
  • DDS RETIREMENT PLAN (#001)45%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS RETIREMENT PLAN (#001)14
  • LE DDS PENSION (#002)9
Total 23Click 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#002

PETER N K LE DDS PENSION PLAN

CashBalance

Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PETER N K LE DDS RETIREMENT PLAN

401k

Assets$2.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PETER N K LE DDS PENSION PLANCashBalance$3.4M92024
001PETER N K LE DDS RETIREMENT PLAN401k$2.9M142025
Retirement plans
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