Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
PETER E. LYU, D.D.S., M.D., INC.
EIN 20-3001628medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
13
450 SUTTER STREET, SUITE 1023 - SAN FRANCISCO, CA 941084007415-391-9230sanfranciscooms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 13 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
PETER E. LYU, D.D.S., M.D., INC. PROFIT SHARING 401K PLAN
401k
Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$891K
Participants6
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 | PETER E. LYU, D.D.S., M.D., INC. PROFIT SHARING 401K PLAN | 401k | $2.9M | 7 | 2024 | |
| 002 | PETER E. LYU, D.D.S., M.D., INC. CASH BALANCE PLAN | CashBalance | $891K | 6 | 2024 |
Retirement plans