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  2. JAMES TSAU DMD DENTAL CORPORATION
Sponsor portfolio

JAMES TSAU DMD DENTAL CORPORATION

EIN 20-8136871-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
20
11 BIRCH STREET, SUITE 100 - REDWOOD CITY, CA 94062510-673-6131
Plans on this EIN
2 filings
#001401k-$1.2M - 13 part#002CashBalance-$626K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click 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#001

PENINSULA ORTHODONTIC GROUP 401(K) PLAN AND TRUST

401k

Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POG CASH BALANCE PLAN

CashBalance

Assets$626K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENINSULA ORTHODONTIC GROUP 401(K) PLAN AND TRUST401k$1.2M132024
002POG CASH BALANCE PLANCashBalance$626K72025
Retirement plans
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