Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHIA-DER WU, M.D., P.C.
EIN 11-3558887medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
36
133-47 SANFORD AVE., SUITE 2B - FLUSHING, NY 11355718-961-8665LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 36 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#003
CHIA-DER WU, MD., PC. PROFIT SHARING PLAN
401k
Assets$2.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CHIA-DER WU, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$291K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHIA-DER WU, MD., PC. PROFIT SHARING PLAN | 401k | $2.3M | 27 | 2024 | |
| 005 | CHIA-DER WU, M.D., P.C. CASH BALANCE PLAN | CashBalance | $291K | 9 | 2024 |
Retirement plans