Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES H. LIU, M.D., INC.
EIN 95-4836767Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
12
1730 S. SAN GABRIEL BLVD., #C - SAN GABRIEL, CA 91776626-572-0889
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 12 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
JAMES H. LIU, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES H. LIU, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$989K
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 | |
|---|---|---|---|---|---|---|
| 003 | JAMES H. LIU, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.3M | 4 | 2024 | |
| 002 | JAMES H. LIU, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $989K | 8 | 2025 |
Retirement plans