Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNY V. WANG, D.D.S., II, L.L.C.
EIN 20-3161566Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
11
15508 W. BELL ROAD, SUITE 110 - SURPRISE, AZ 85374623-583-8895
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 11 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
JENNY V. WANG, D.D.S., II, L.L.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JENNY V. WANG, D.D.S., II, L.L.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants7
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 | JENNY V. WANG, D.D.S., II, L.L.C. DEFINED BENEFIT PLAN | TraditionalDB | $2.6M | 4 | 2024 | |
| 001 | JENNY V. WANG, D.D.S., II, L.L.C. 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 7 | 2024 |
Retirement plans