Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEITH LIANG, M.D., SOLE PROPRIETOR
EIN 68-0408990Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
33
3160 J ST - SACRAMENTO, CA 95816916-446-2020
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 33 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
KEITH LIANG, M.D., SOLE PROPRIETOR PROFIT SHARING PLAN
401k
Assets$4.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEITH LIANG, M.D., SOLE PROPRIETOR CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
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 | |
|---|---|---|---|---|---|---|
| 001 | KEITH LIANG, M.D., SOLE PROPRIETOR PROFIT SHARING PLAN | 401k | $4.3M | 22 | 2024 | |
| 002 | KEITH LIANG, M.D., SOLE PROPRIETOR CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 11 | 2024 |
Retirement plans