Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H. VINCENT LAI DDS, INC.
EIN 27-1582308Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
18
20652 REDWOOD RD. - CASTRO VALLEY, CA 94546415-517-7138
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 18 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
H. VINCENT LAI DDS, INC. PENSION PLAN
CashBalance
Assets$604K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
H. VINCENT LAI DDS, INC. RETIREMENT PLAN
401k
Assets$465K
Participants9
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 | H. VINCENT LAI DDS, INC. PENSION PLAN | CashBalance | $604K | 9 | 2025 | |
| 001 | H. VINCENT LAI DDS, INC. RETIREMENT PLAN | 401k | $465K | 9 | 2025 |
Retirement plans