Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL K. UPATHAM, D.D.S., M.S., INC. (DBA) LIBERTY STATION ORTHODONTICS
EIN 51-0534152medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
27
2445 TRUXTUN ROAD SUITE 104 - SAN DIEGO, CA 921066152619-225-1611LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 27 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#003
LIBERTY STATION ORTHODONTICS DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIBERTY STATION ORTHODONTICS 401(K) PLAN
401k
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LIBERTY STATION ORTHODONTICS DEFINED BENEFIT PENSION PLAN | CashBalance | $2.1M | 12 | 2025 | |
| 002 | LIBERTY STATION ORTHODONTICS 401(K) PLAN | 401k | $1.5M | 15 | 2025 |
Retirement plans