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Sponsor portfolioTH

ANNA LU DMD, APC

EIN 20-5487799-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
18
7042 DUBLIN AVE - DUBLIN, CA 94568925-667-8566
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 9 part#001ProfitSharing-$347K - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#002)90%
  • SAFE HARBOR 401(K) (#001)10%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)9
  • SAFE HARBOR 401(K) (#001)9
Total 18Click 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

ANNA LU DMD APC CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANNU LU DMD APC SAFE HARBOR 401(K) PLAN

ProfitSharing

Assets$347K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANNA LU DMD APC CASH BALANCE PLANCashBalance$3.1M92025
001ANNU LU DMD APC SAFE HARBOR 401(K) PLANProfitSharing$347K92025
Retirement plans
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