Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD LIN DO INC
EIN 83-2431871Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$883K assets
Welfare
0
Participants
14
14642 NEWPORT AVENUE, SUITE 105 - TUSTIN, CA 92780657-600-8016
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $883K assets / 14 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
RICHARD LIN DO INC CASH BALANCE PENSION PLAN
CashBalance
Assets$611K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RICHARD LIN DO INC 401(K) PROFIT SHARING PLAN
401k
Assets$272K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICHARD LIN DO INC CASH BALANCE PENSION PLAN | CashBalance | $611K | 5 | 2024 | |
| 001 | RICHARD LIN DO INC 401(K) PROFIT SHARING PLAN | 401k | $272K | 9 | 2024 |
Retirement plans