Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $8.5M assets / 37 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CHAR SAKAMOTO ISHII LUM & CHING 401K PROFIT SHARING PLAN | 401(k) | $5.3M | 21 | 2025 |
| #001 | CHAR SAKAMOTO ISHII LUM & CHING, AAL, ALC MONEY PURCHASE PENSION PLAN | Money purchase | $3.3M | 16 | 2025 |