Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATRINA LE D.D.S. A.P.C.
EIN 46-1447225Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
7
516 W. REMINGTON DR., SUITE 5A - SUNNYVALE, CA 94087650-969-1774
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 7 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
KATRINA LE D.D.S. 401(K) PLAN
401k
Assets$989K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KATRINA LE D.D.S. A.P.C. PENSION PLAN
CashBalance
Assets$61K
Participants3
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 | KATRINA LE D.D.S. 401(K) PLAN | 401k | $989K | 4 | 2025 | |
| 003 | KATRINA LE D.D.S. A.P.C. PENSION PLAN | CashBalance | $61K | 3 | 2024 |
Retirement plans