Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENJAMIN W. WONG & ASSOCIATES
EIN 20-2183084Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$15.1M assets
Welfare
0
Participants
13
7011 KOLL CENTER PARKWAY - PLEASANTON, CA 94566925-227-8858
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.1M assets / 13 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
PROFIT SHARING PLAN OF BENJAMIN W. WONG
401k
Assets$11.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BENJAMIN W. WONG & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants6
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 | PROFIT SHARING PLAN OF BENJAMIN W. WONG | 401k | $11.1M | 7 | 2024 | |
| 003 | BENJAMIN W. WONG & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 6 | 2024 |
Retirement plans