Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN K. LIU, MD PROFESSIONAL CORPORATION
EIN 26-0629662medical practiceLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 15 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#001
STEPHEN K. LIU, MD PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$8.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN K. LIU, MD PROFESSIONAL CORPORATION PENSION PLAN
TraditionalDB
Assets$5.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPHEN K. LIU, MD PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $8.5M | 0 | 2025 | |
| 002 | STEPHEN K. LIU, MD PROFESSIONAL CORPORATION PENSION PLAN | TraditionalDB | $5.6M | 15 | 2024 |
Retirement plans