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Sponsor portfolio

MYCHAEL LUU

EIN 77-0493818-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
6
2050 CLARMAR WAY - SAN JOSE, CA 95128408-294-7551
Plans on this EIN
2 filings
#001ProfitSharing-$2.8M - 3 part#002CashBalance-$1.9M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • MYCHAEL LUU 401(K) (#001)60%
  • MYCHAEL LUU PENSION (#002)40%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MYCHAEL LUU 401(K) (#001)3
  • MYCHAEL LUU PENSION (#002)3
Total 6Click 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

MYCHAEL LUU 401(K) PLAN

ProfitSharing

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MYCHAEL LUU PENSION PLAN

CashBalance

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MYCHAEL LUU 401(K) PLANProfitSharing$2.8M32025
002MYCHAEL LUU PENSION PLANCashBalance$1.9M32024
Retirement plans
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