Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES H. KU, D.D.S., INC.
EIN 26-0233336medical practiceLatest filing 2024
Plans
2
Retirement
2
$709K assets
Welfare
0
Participants
9
9316 MONTGOMERY BLVD N.E. - ALBUQUERQUE, NM 87111949-680-9151jameskudds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $709K 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#002
JAMES H. KU, D.D.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$466K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES H. KU, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$243K
Participants6
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 | JAMES H. KU, D.D.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $466K | 3 | 2024 | |
| 001 | JAMES H. KU, D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $243K | 6 | 2024 |
Retirement plans