Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAUREN CAI, DDS, MS, PC
EIN 91-1808448medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 24 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
LAUREN CAI, DDS, MS, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAUREN CAI, DDS, MS, PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants10
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 | LAUREN CAI, DDS, MS, PC CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 14 | 2024 | |
| 001 | LAUREN CAI, DDS, MS, PC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 10 | 2025 |
Retirement plans