Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
SUSAN S. SO, DMD INC
EIN 26-1616875medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
17
20406 REDWOOD RD., SUITE F - CASTRO VALLEY, CA 94546510-537-4900LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 17 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
SUSAN S. SO DMD INC PENSION
TraditionalDB
Assets$2.4M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUSAN S. SO, DMD INC RETIREMENT PLAN
401k
Assets$755K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUSAN S. SO DMD INC PENSION | TraditionalDB | $2.4M | 3 | 2024 | |
| 001 | SUSAN S. SO, DMD INC RETIREMENT PLAN | 401k | $755K | 14 | 2025 |
Retirement plans