Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREG LE, D.M.D., INC.
EIN 81-5466019Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$624K assets
Welfare
0
Participants
6
11160 WARNER AVENUE, SUITE 303 - FOUNTAIN VALLEY, CA 92708714-557-8942
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $624K assets / 6 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
GREG LE, D.M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$483K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GREG LE, D.M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$140K
Participants5
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 | GREG LE, D.M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $483K | 1 | 2024 | |
| 002 | GREG LE, D.M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $140K | 5 | 2024 |
Retirement plans