Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
JOSEPH H. CHU, DDS, LTD.
EIN 27-3193308Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
4365 KUKUI GROVE STREET, SUITE 105 - LIHUE, HI 96766808-482-3060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 13 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
JOSEPH H. CHU, DDS, LTD. PENSION PLAN
CashBalance
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH H. CHU, DDS, LTD. 401(K) PLAN
401k
Assets$1.5M
Participants6
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 | JOSEPH H. CHU, DDS, LTD. PENSION PLAN | CashBalance | $1.9M | 7 | 2025 | |
| 001 | JOSEPH H. CHU, DDS, LTD. 401(K) PLAN | 401k | $1.5M | 6 | 2025 |
Retirement plans