Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERIC S. TSAI, D.M.D., INC.
EIN 45-0617793medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M 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#002
ERIC S. TSAI, D.M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ERIC S. TSAI, D.M.D., INC. 401(K) PLAN
401k
Assets$887K
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 | |
|---|---|---|---|---|---|---|
| 002 | ERIC S. TSAI, D.M.D., INC. CASH BALANCE PLAN | CashBalance | $2.0M | 7 | 2024 | |
| 001 | ERIC S. TSAI, D.M.D., INC. 401(K) PLAN | 401k | $887K | 12 | 2024 |
Retirement plans