PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ARTHUR S KWAN DMD & SALLY P HSU DDS INC.
Sponsor portfolio

ARTHUR S KWAN DMD & SALLY P HSU DDS INC.

EIN 94-3406345-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
1420 BLUE OAKS BLVD., SUITE 180 - ROSEVILLE, CA 95747916-780-9688
Plans on this EIN
2 filings
#001401k-$1.0M - 5 part#002TraditionalDB-$93K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • INC. DB PLAN (#002)8%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • INC. DB PLAN (#002)5
Total 10Click 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

NU SMILE 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARTHUR S KWAN DMD & SALLY P HSU DDS INC. DB PLAN

TraditionalDB

Assets$93K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NU SMILE 401(K) PROFIT SHARING PLAN401k$1.0M52025
002ARTHUR S KWAN DMD & SALLY P HSU DDS INC. DB PLANTraditionalDB$93K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica