Retirement plan

DR. LIU'S OFFICE RETIREMENT PLAN

Name: CHANGRUI LIU, D.D.S., INC., A PROFESSIONAL CORP. - DR. LIU'S OFFICE RETIREMENT PLAN (2025) Form 5500
Creator: CHANGRUI LIU, D.D.S., INC., A PROFESSIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. LIU'S OFFICE RETIREMENT PLAN, CHANGRUI LIU, D.D.S., INC., A PROFESSIONAL CORP.

CHANGRUI LIU, D.D.S., INC., A PROFESSIONAL CORP.EIN 26-3967937Plan #001PY 2025

5601 KANAN ROAD - AGOURA HILLS, CA 91301818-991-8881

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.9M

+15.2% from 2024

Total participants

+14.3% from 2024

Average account balance

$554,249

+15.2% from 2024

Annual return

11.06%

-0.18 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$554K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$554,249

$174,379+217.8%

$152,093+264.4%

$138,895+299.0%

Participation rate

80.0%

81.6%-1.6pp

77.8%+2.2pp

79.9%+0.1pp

Annual return

11.06%

74.86%-63.8pp

66.36%-55.3pp

145.39%-134.3pp

Employer contribution / active EE

$19,819

$4,652+326.0%

$4,175+374.7%

$4,194+372.5%

Participant deferral / active EE

$8,115

$6,159+31.7%

$5,451+48.9%

$6,396+26.9%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

DR. LIU'S OFFICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DR. LIU'S OFFICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion