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Sponsor portfolio

JESS LIU

EIN 82-3490709-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
5
1313 WASHINGTON ST APT 428 - BOSTON, MA 02118714-728-7715
Plans on this EIN
2 filings
#001TraditionalDB-$1.0M - 2 part#002401k-$33K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • DEFINED BENEFIT PENSION (#001)97%
  • JESS LIU 401(K) (#002)3%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JESS LIU 401(K) (#002)3
  • DEFINED BENEFIT PENSION (#001)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#001

JESS LIU DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JESS LIU 401(K) PLAN

401k

Assets$33K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JESS LIU DEFINED BENEFIT PENSION PLANTraditionalDB$1.0M22024
002JESS LIU 401(K) PLAN401k$33K32025
Retirement plans
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