Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINDA LIU DMD PC
EIN 75-3121498hospitalityLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
14377 WOODLAKE DR. SUITE 310 - CHESTERFIELD, MO 63017314-878-5828lindaliudental.comLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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
LINDA LIU DMD PC 401(K) PROFIT SHARING PLAN
401k
Assets$879K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINDA LIU DMD PC CASH BALANCE PLAN
CashBalance
Assets$757K
Participants3
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 | LINDA LIU DMD PC 401(K) PROFIT SHARING PLAN | 401k | $879K | 3 | 2024 | |
| 002 | LINDA LIU DMD PC CASH BALANCE PLAN | CashBalance | $757K | 3 | 2024 |
Retirement plans