Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANK HSU D.D.S., INC.
EIN 20-5009469medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
1553 LAUREL STREET, SUITE A - SAN CARLOS, CA 94070650-592-1217sancarlosdental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 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#002
FRANK HSU D.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$913K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
FRANK HSU D.D.S., INC. PENSION PLAN
TraditionalDB
Assets$295K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANK HSU D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $913K | 9 | 2024 | |
| 003 | FRANK HSU D.D.S., INC. PENSION PLAN | TraditionalDB | $295K | 5 | 2024 |
Retirement plans