Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH K KU M D A PROF CORP
EIN 26-0719571Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
13
10888 FOOTHILL BLVD #180 - RANCHO CUCAMONGA, CA 91730951-509-9204
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 13 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
JOSEPH K KU MD A PROF CORP 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSEPH K KU MD A PROF CORP CASH BALANCE PLAN
CashBalance
Assets$810K
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 | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH K KU MD A PROF CORP 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 9 | 2025 | |
| 002 | JOSEPH K KU MD A PROF CORP CASH BALANCE PLAN | CashBalance | $810K | 4 | 2025 |
Retirement plans