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  2. LU TANG DDS INC. A PROFESSIONAL CORPORATION
Sponsor portfolio

LU TANG DDS INC. A PROFESSIONAL CORPORATION

EIN 77-0497605-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
14
2230 STORY ROAD, SUITE 20 - SAN JOSE, CA 95122408-928-6000
Plans on this EIN
2 filings
#002CashBalance-$3.7M - 7 part#001401k-$494K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFESSIONAL CORPORATION PENSI... (#002)88%
  • CORPORATION RETIREMENT PLAN (#001)12%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFESSIONAL CORPORATION PENSI... (#002)7
  • CORPORATION RETIREMENT PLAN (#001)7
Total 14Click 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#002

LU TANG DDS INC. A PROFESSIONAL CORPORATION PENSION PLAN

CashBalance

Assets$3.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LU TANG DDS INC. A PROFESSIONAL CORPORATION RETIREMENT PLAN

401k

Assets$494K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LU TANG DDS INC. A PROFESSIONAL CORPORATION PENSION PLANCashBalance$3.7M72025
001LU TANG DDS INC. A PROFESSIONAL CORPORATION RETIREMENT PLAN401k$494K72025
Retirement plans
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