Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRS. LIN & LO, D.M.D., INC.
EIN 77-0360471Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
16
10055 MILLER AVE., STE. 102 - CUPERTINO, CA 95014408-252-3876
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 16 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#002
DRS. LIN & LO, D.M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$5.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DRS. LIN & LO, D.M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DRS. LIN & LO, D.M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $5.5M | 8 | 2025 | |
| 003 | DRS. LIN & LO, D.M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 8 | 2025 |
Retirement plans