Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
ROGER S. LIM, D.D.S., M.S., INC.
EIN 76-0724801Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
50
13308 MOORPARK STREET - SHERMAN OAKS, CA 91423818-783-4565
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 50 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
ROGER S. LIM, D.D.S., M.S., INC. 401K PLAN
401k
Assets$5.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.3M
Participants20
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 | ROGER S. LIM, D.D.S., M.S., INC. 401K PLAN | 401k | $5.5M | 30 | 2025 | |
| 003 | ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $4.3M | 20 | 2025 |
Retirement plans