Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEREK M LICHTER DDS INC
EIN 33-0889350Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$8.5M assets
Welfare
0
Participants
23
12846 CORBETT CT - SAN DIEGO, CA 921302439858-775-6087chulavistacosmeticdentist.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.5M assets / 23 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
DEREK M LICHTER DDS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEREK M LICHTER, DDS, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DEREK M LICHTER, DDS, INC 401(K) SAVINGS PLAN
401k
Assets$261K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEREK M LICHTER DDS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.8M | 7 | 2025 | |
| 002 | DEREK M LICHTER, DDS, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 8 | 2024 | |
| 003 | DEREK M LICHTER, DDS, INC 401(K) SAVINGS PLAN | 401k | $261K | 8 | 2025 |
Retirement plans