Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
JUSTIN W. SHEK DDS INC.
EIN 94-2311386medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
3400 CALIFORNIA STREET SUITE 200 - SAN FRANCISCO, CA 94118415-786-5678LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 11 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#003
JUSTIN W. SHEK DDS INC. CASH BALANCE PLAN
CashBalance
Assets$934K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JUSTIN W. SHEK DDS INC. 401(K) PLAN
401k
Assets$293K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JUSTIN W. SHEK DDS INC. CASH BALANCE PLAN | CashBalance | $934K | 5 | 2025 | |
| 002 | JUSTIN W. SHEK DDS INC. 401(K) PLAN | 401k | $293K | 6 | 2025 |
Retirement plans