Assets by plan
Share of aggregate retirement assets
Filings through .
James H. Ku, D.D.S., Inc.
EIN 26-0233336medical practiceLatest filing 2025
Plans
2
Retirement
2
$882K assets
Health & Benefits
0
Participants
10
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 / $882K assets / 10 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JAMES H. KU, D.D.S., INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$542K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JAMES H. KU, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$341K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JAMES H. KU, D.D.S., INC. CASH BALANCE PENSION PLAN | Cash balance | $542K | 3 | 2025 |
| #001 | JAMES H. KU, D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401(k) | $341K | 7 | 2025 |
- #002 · Cash balance · 20253
- #001 · 401(k) · 20257
Retirement plans