Sponsor portfolio
KATHLEEN S LIM DDS PC / SHANNON'S TAX
EIN 85-3750116Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$473K assets
Welfare
0
Participants
6
18102 IRVINE BLVD, SUITE 101 - TUSTIN, CA 92780714-323-4545
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATHLEEN S LIM DDS PC / SHANNON'S TAX 401K PLAN | 401k | $473K | 6 | 2025 |
Retirement plans