Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WENLI LOO VILLAJOAQUIN DBA LIVWELL DENTISTRY
EIN 26-1823138Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$627K assets
Welfare
0
Participants
7
450 SUTTER ST., STE. # 2640 - SAN FRANCISCO, CA 94108415-477-3700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $627K assets / 7 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
URBAN PACIFIC DENTAL ASSOCIATES PENSION PLAN
TraditionalDB
Assets$478K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
URBAN PACIFIC DENTAL ASSOCIATES RETIREMENT PLAN
401k
Assets$149K
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 | |
|---|---|---|---|---|---|---|
| 002 | URBAN PACIFIC DENTAL ASSOCIATES PENSION PLAN | TraditionalDB | $478K | 3 | 2024 | |
| 001 | URBAN PACIFIC DENTAL ASSOCIATES RETIREMENT PLAN | 401k | $149K | 4 | 2024 |
Retirement plans