PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WEI CUI DDS
Sponsor portfolio

WEI CUI DDS

EIN 20-3968193-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$894K assets
Welfare
0
Participants
14
2252 FILLMORE STREET SUITE 201 - SAN FRANCISCO, CA 94115415-409-6455
Plans on this EIN
2 filings
#002CashBalance-$570K - 6 part#001401k-$324K - 8 part

Retirement portfolio analytics

2 plans aggregated / $894K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • CUI DDS 401(K) (#001)36%
Total $894KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CUI DDS 401(K) (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VIVIAN CUI DDS CASH BALANCE PLAN

CashBalance

Assets$570K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VIVIAN CUI DDS 401(K) PLAN

401k

Assets$324K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VIVIAN CUI DDS CASH BALANCE PLANCashBalance$570K62024
001VIVIAN CUI DDS 401(K) PLAN401k$324K82024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica