Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. JIAN-FU ZHU, DDS, PLLC
EIN 40-0026275Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$994K assets
Welfare
0
Participants
4
2370 VALLEYVIEW DRIVE - TROY, MI 48098248-797-2551
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $994K assets / 4 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
DR. JIAN-FU ZHU, DDS, PLLC CASH BALANCE PLAN
CashBalance
Assets$933K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. JIAN-FU ZHU, DDS, PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$62K
Participants2
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 | DR. JIAN-FU ZHU, DDS, PLLC CASH BALANCE PLAN | CashBalance | $933K | 2 | 2024 | |
| 001 | DR. JIAN-FU ZHU, DDS, PLLC PROFIT SHARING PLAN | ProfitSharing | $62K | 2 | 2024 |
Retirement plans