Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L. M. LIU & ASSOCIATES D.D.S., P.A.
EIN 46-1348435Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
232 HILLIARD FOREST DR. - CARY, NC 27519919-851-3711
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 8 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
L. M. LIU & ASSOCIATES D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$873K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
L. M. LIU & ASSOCIATES D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$837K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | L. M. LIU & ASSOCIATES D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $873K | 3 | 2024 | |
| 001 | L. M. LIU & ASSOCIATES D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $837K | 5 | 2025 |
Retirement plans