Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
LI AND LIAO OPTOMETRY, P.C.
EIN 20-3067696Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
73
9820 BRIMHALL ROAD - BAKERSFIELD, CA 93312661-213-3000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 73 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
LI & LIAO OPTOMETRY, P. C. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LI AND LIAO OPTOMETRY DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$1.2M
Participants33
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 | LI & LIAO OPTOMETRY, P. C. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 40 | 2024 | |
| 002 | LI AND LIAO OPTOMETRY DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $1.2M | 33 | 2024 |
Retirement plans