PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GREGORY K. LOUIE, D.D.S., A PROF. CORP.
Sponsor portfolio

GREGORY K. LOUIE, D.D.S., A PROF. CORP.

EIN 26-4670422-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
12
520 LA GONDA WAY, SUITE 101 - DANVILLE, CA 94526714-397-0799LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.4M - 3 part#001401k-$1.7M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CORP. DB PLAN (#002)59%
  • PROFIT SHARING 401(K) (#001)41%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)9
  • CORP. DB PLAN (#002)3
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GREGORY K. LOUIE, D.D.S., A PROF. CORP. DB PLAN

TraditionalDB

Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GREGORY K. LOUIE, D.D.S. PROFIT SHARING 401(K) PLAN

401k

Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREGORY K. LOUIE, D.D.S., A PROF. CORP. DB PLANTraditionalDB$2.4M32024
001GREGORY K. LOUIE, D.D.S. PROFIT SHARING 401(K) PLAN401k$1.7M92024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica