Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
FREMONT PERIODONTICS AND IMPLANTS
EIN 26-0896999medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 12 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
NELSON LIU DMD MS, DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NELSON LIU DMD MS, 401(K) PLAN
ProfitSharing
Assets$1.2M
Participants7
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 | NELSON LIU DMD MS, DEFINED BENEFIT PLAN | TraditionalDB | $3.1M | 5 | 2025 | |
| 001 | NELSON LIU DMD MS, 401(K) PLAN | ProfitSharing | $1.2M | 7 | 2025 |
Retirement plans