Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PO-HSI WU, D.M.D., P.C.
EIN 04-3289351Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
20
199 BOSTON RD - N BILLERICA, MA 018622328978-439-0155
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 20 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
PO-HSI WU, D.M.D., P.C. PROFIT SHARING PLAN
401k
Assets$3.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PO-HSI WU, D.M.D., P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.8M
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 | |
|---|---|---|---|---|---|---|
| 001 | PO-HSI WU, D.M.D., P.C. PROFIT SHARING PLAN | 401k | $3.3M | 12 | 2025 | |
| 002 | PO-HSI WU, D.M.D., P.C. DEFINED BENEFIT PLAN | TraditionalDB | $2.8M | 8 | 2025 |
Retirement plans
Welfare plans