PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LISA PARK, D.D.S. & SIMONE KIM, D.D.S., P.L.L.C.
Sponsor portfolio

LISA PARK, D.D.S. & SIMONE KIM, D.D.S., P.L.L.C.

EIN 76-0735006-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
24
3601 FREMONT AVE N. SUITE 400 - SEATTLE, WA 98103206-675-0366
Plans on this EIN
2 filings
#001401k-$3.0M - 14 part#002CashBalance-$952K - 10 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PROFIT SHARING PLAN (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)10
Total 24Click 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

FREMONT DENTAL 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FREMONT DENTAL CASH BALANCE PLAN

CashBalance

Assets$952K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FREMONT DENTAL 401(K) PROFIT SHARING PLAN401k$3.0M142025
002FREMONT DENTAL CASH BALANCE PLANCashBalance$952K102025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica