Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JIM LU DDS PLLC
EIN 81-3016485medical practiceLatest filing 2025
Plans
2
Retirement
2
$135K assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $135K assets / 12 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#001
JIM LU DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$115K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASHEBORO FAMILY DENTISTRY 401(K) PLAN
401k
Assets$20K
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 | |
|---|---|---|---|---|---|---|
| 001 | JIM LU DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $115K | 3 | 2025 | |
| 002 | ASHEBORO FAMILY DENTISTRY 401(K) PLAN | 401k | $20K | 9 | 2025 |
Retirement plans