Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESTELLE H. LIOU, D.D.S., INC.
EIN 95-4881408medical practiceLatest filing 2024
Plans
2
Retirement
2
$789K assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $789K assets / 13 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
ESTELLE H. LIOU, D.D.S., INC. 401K PLAN
401k
Assets$491K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ESTELLE H. LIOU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$298K
Participants4
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 | ESTELLE H. LIOU, D.D.S., INC. 401K PLAN | 401k | $491K | 9 | 2024 | |
| 002 | ESTELLE H. LIOU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $298K | 4 | 2024 |
Retirement plans