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Sponsor portfolio

BENJAMIN LU, D.D.S., A DENTAL CORPORATION

EIN 46-4366771-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$612K assets
Welfare
0
Participants
6
801 W VALLEY BLVD. STE 201 - ALHAMBRA, CA 91803626-281-3651
Plans on this EIN
2 filings
#002TraditionalDB-$380K - 3 part#001401k-$232K - 3 part

Retirement portfolio analytics

2 plans aggregated / $612K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DENTAL CORPORATION PENSION (#002)62%
  • CORPORATION RETIREMENT PLAN (#001)38%
Total $612KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL CORPORATION PENSION (#002)3
  • CORPORATION RETIREMENT PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BENJAMIN LU, D.D.S., A DENTAL CORPORATION PENSION PLAN

TraditionalDB

Assets$380K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BENJAMIN LU, D.D.S., A DENTAL CORPORATION RETIREMENT PLAN

401k

Assets$232K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BENJAMIN LU, D.D.S., A DENTAL CORPORATION PENSION PLANTraditionalDB$380K32025
001BENJAMIN LU, D.D.S., A DENTAL CORPORATION RETIREMENT PLAN401k$232K32024
Retirement plans
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