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  2. MAI X. LY, DDS, INC.
Sponsor portfolio

MAI X. LY, DDS, INC.

EIN 90-1067328-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
21
27412 ANTONIO PARKWAY #R4 - LADERA RANCH, CA 92694702-524-0023
Plans on this EIN
2 filings
#001401k-$1.2M - 12 part#002CashBalance-$905K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • LADERA DENTISTRY 401(K) (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LADERA DENTISTRY 401(K) (#001)12
  • CASH BALANCE PLAN (#002)9
Total 21Click 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

LADERA DENTISTRY 401(K) PLAN

401k

Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LADERA DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$905K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LADERA DENTISTRY 401(K) PLAN401k$1.2M122025
002LADERA DENTISTRY CASH BALANCE PLANCashBalance$905K92025
Retirement plans
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