Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XIAOYU LU, D.D.S., INC.
EIN 27-3403301Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
19
3925 ROSEMEAD BLVD, STE 202 - ROSEMEAD, CA 91770626-572-8238
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 19 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#001
XIAOYU LU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$947K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
XIAOYU LU, D.D.S., INC. PROFIT SHARING PLAN
401k
Assets$74K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XIAOYU LU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $947K | 7 | 2024 | |
| 002 | XIAOYU LU, D.D.S., INC. PROFIT SHARING PLAN | 401k | $74K | 12 | 2024 |
Retirement plans