Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOY WANG, D.M.D., M.D., INC.
EIN 04-3816291medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
27
660 S BERNARDO, SUITE 4 - SUNNYVALE, CA 94087408-641-0680siliconvalleyoms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 27 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#002
JOY WANG, D.M.D., M.D., INC. RETIREMENT PLAN
401k
Assets$6.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOY WANG, D.M.D., M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOY WANG, D.M.D., M.D., INC. RETIREMENT PLAN | 401k | $6.3M | 12 | 2025 | |
| 003 | JOY WANG, D.M.D., M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $4.0M | 15 | 2024 |
Retirement plans