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  2. PHILIP S. SHUI, DDS
Sponsor portfolio

PHILIP S. SHUI, DDS

EIN 77-0554813-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
5
45584 CHEROKEE LANE - FREMONT, CA 94539408-309-8481LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$576K - 2 part#004401k-$450K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SHUI, DDS PENSION (#003)56%
  • DDS RETIREMENT PLAN (#004)44%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS RETIREMENT PLAN (#004)3
  • SHUI, DDS PENSION (#003)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#003

PHILIP S. SHUI, DDS PENSION PLAN

TraditionalDB

Assets$576K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PHILIP S. SHUI, DDS RETIREMENT PLAN

401k

Assets$450K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PHILIP S. SHUI, DDS PENSION PLANTraditionalDB$576K22024
004PHILIP S. SHUI, DDS RETIREMENT PLAN401k$450K32024
Retirement plans
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