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  2. JIMMY LAU DDS, INC.
Sponsor portfolio

JIMMY LAU DDS, INC.

EIN 82-4135304-medical practice-Latest filing 2025
Plans
2
Retirement
2
$280K assets
Welfare
0
Participants
10
7631 GARVALIA AVE - ROSEMEAD, CA 91770626-280-3343jimmylaudds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$209K - 5 part#001401k-$71K - 5 part

Retirement portfolio analytics

2 plans aggregated / $280K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DDS, INC. PENSION (#002)75%
  • INC. RETIREMENT PLAN (#001)25%
Total $280KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS, INC. PENSION (#002)5
  • INC. RETIREMENT PLAN (#001)5
Total 10Click 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#002

JIMMY LAU DDS, INC. PENSION PLAN

CashBalance

Assets$209K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JIMMY LAU DDS, INC. RETIREMENT PLAN

401k

Assets$71K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JIMMY LAU DDS, INC. PENSION PLANCashBalance$209K52025
001JIMMY LAU DDS, INC. RETIREMENT PLAN401k$71K52025
Retirement plans
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