Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Xiaohui Lu, MD PA
EIN 20-8254478Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$671K assets
Welfare
0
Participants
9
1121 SPENCER ST. - ALLEN, TX 75013214-500-3809
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $671K assets / 9 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#003
XIAOHUI LU, MD PA CASH BALANCE PLAN
Cash balance
Assets$512K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
XIAOHUI LU, MD PA 401(K) PROFIT SHARING PLAN
Profit-sharing
Assets$159K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | XIAOHUI LU, MD PA CASH BALANCE PLAN | Cash balance | $512K | 5 | 2025 | |
| 004 | XIAOHUI LU, MD PA 401(K) PROFIT SHARING PLAN | Profit-sharing | $159K | 4 | 2025 |
Retirement plans