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Sponsor portfolio

HU & LI DENTAL

EIN 84-3579289-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
7036 DUBLIN BLVD. - DUBLIN, CA 94568925-803-8088
Plans on this EIN
2 filings
#001401k-$583K - 4 part#002CashBalance-$468K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DENTAL RETIREMENT PLAN (#001)55%
  • LI DENTAL PENSION (#002)45%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL RETIREMENT PLAN (#001)4
  • LI DENTAL PENSION (#002)4
Total 8Click 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

HU & LI DENTAL RETIREMENT PLAN

401k

Assets$583K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HU & LI DENTAL PENSION PLAN

CashBalance

Assets$468K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HU & LI DENTAL RETIREMENT PLAN401k$583K42025
002HU & LI DENTAL PENSION PLANCashBalance$468K42024
Retirement plans
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