Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
YOUNG LIM, DDS, PC
EIN 81-1054857Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
18
4713 COCHRAN PLACE - CENTREVILLE, VA 230726446540-743-6203
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 18 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
YOUNG LIM, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YOUNG LIM, DDS, PC 401(K) PLAN
401k
Assets$1.4M
Participants9
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 | YOUNG LIM, DDS, PC CASH BALANCE PLAN | CashBalance | $2.8M | 9 | 2025 | |
| 001 | YOUNG LIM, DDS, PC 401(K) PLAN | 401k | $1.4M | 9 | 2025 |
Retirement plans