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Sponsor portfolio

TIMOTHY LAI DDS

EIN 77-0451045-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
5
5945 ALMADEN EXPRESSWAY, #160 - SAN JOSE, CA 95120408-927-7378
Plans on this EIN
2 filings
#001401k-$1.7M - 3 part#002TraditionalDB-$1.2M - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DDS RETIREMENT PLAN (#001)59%
  • LAI DDS PENSION (#002)41%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS RETIREMENT PLAN (#001)3
  • LAI DDS PENSION (#002)2
Total 5Click 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

TIMOTHY LAI DDS RETIREMENT PLAN

401k

Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TIMOTHY LAI DDS PENSION PLAN

TraditionalDB

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TIMOTHY LAI DDS RETIREMENT PLAN401k$1.7M32025
002TIMOTHY LAI DDS PENSION PLANTraditionalDB$1.2M22024
Retirement plans
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