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  2. NELSON PAI, DDS & SUSAN ISHIOKA, DDS, MS, INC.
Sponsor portfolio

NELSON PAI, DDS & SUSAN ISHIOKA, DDS, MS, INC.

EIN 71-0870570-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
25
5122 KATELLA AVENUE, SUITE 112 - LOS ALAMITOS, CA 907202837562-493-2807ishpaidds.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$5.5M - 15 part#002CashBalance-$2.5M - 10 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)15
  • CASH BALANCE PLAN (#002)10
Total 25Click 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#001

NELSON PAI, D.D.S. & SUSAN ISHIOKA, D.D.S., M.S. INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NELSON PAI, D.D.S. & SUSAN ISHIOKA, D.D.S., M.S. INC. CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NELSON PAI, D.D.S. & SUSAN ISHIOKA, D.D.S., M.S. INC. 401(K) PROFIT SHARING PLAN401k$5.5M152025
002NELSON PAI, D.D.S. & SUSAN ISHIOKA, D.D.S., M.S. INC. CASH BALANCE PLANCashBalance$2.5M102024
Retirement plans
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