Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIRLEY ZHAO, D.D.S., INC.
EIN 26-1110912medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 25 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
SHIRLEY ZHAO, D.D.S., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHIRLEY ZHAO, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$455K
Participants11
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 | SHIRLEY ZHAO, D.D.S., INC. PROFIT SHARING 401(K) PLAN | 401k | $1.6M | 14 | 2024 | |
| 002 | SHIRLEY ZHAO, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $455K | 11 | 2024 |
Retirement plans