Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. YABU AND DR. LIM, DDS
EIN 94-3310565medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
17
4174 PARK BLVD., SUITE A - OAKLAND, CA 94602510-530-7000oaklandlaserdentist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 17 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#001
DR. YABU AND DR. LIM, DDS 401(K)/PROFIT SHARING PLAN
401k
Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST
CashBalance
Assets$675K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. YABU AND DR. LIM, DDS 401(K)/PROFIT SHARING PLAN | 401k | $1.9M | 9 | 2024 | |
| 002 | DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | CashBalance | $675K | 8 | 2024 |
Retirement plans