Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
SIMON SHUNG, DMD, INC.
EIN 46-3369580medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 20 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
SIMON SHUNG, DMD, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$866K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SIMON SHUNG, DMD, INC. 401(K) PLAN AND TRUST
401k
Assets$665K
Participants11
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 | SIMON SHUNG, DMD, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $866K | 9 | 2025 | |
| 001 | SIMON SHUNG, DMD, INC. 401(K) PLAN AND TRUST | 401k | $665K | 11 | 2024 |
Retirement plans