Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XIUSHI SUZY LIU, M.D., PC
EIN 84-3278903Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$432K assets
Welfare
0
Participants
5
51 N 5TH AVE, STE 202 - ARCADIA, CA 91006626-541-2120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $432K assets / 5 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
XIUSHI SUZY LIU, M.D., PC CASH BALANCE PLAN
CashBalance
Assets$402K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
XIUSHI SUZY LIU, M.D., PC PROFIT SHARING PLAN
ProfitSharing
Assets$30K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | XIUSHI SUZY LIU, M.D., PC CASH BALANCE PLAN | CashBalance | $402K | 2 | 2024 | |
| 001 | XIUSHI SUZY LIU, M.D., PC PROFIT SHARING PLAN | ProfitSharing | $30K | 3 | 2024 |
Retirement plans