Original filing (PDF)20240618190800NAL0002785297001

Chelsea LIU, DDS, Inc.

Name: Chelsea LIU, DDS, Inc. — Chelsea LIU, DDS, Inc., Form 5500 (2023)
Creator: Chelsea LIU, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chelsea LIU, DDS, Inc. 401(k) Plan

401(k) retirement plan · Chelsea LIU, DDS, Inc.'s Chelsea LIU, DDS, Inc. 401(k) Plan held $284K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHELSEA LIU, DDS, INC..

Plan sponsor

Name

CHELSEA LIU, DDS, INC.

EIN

33-0923644all filings

Address

12378 POWAY RD STE B · POWAY, CA · 920644242

Phone

(858) 679-8918

Industry