PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MING-WEI WU INC
Sponsor portfolio

MING-WEI WU INC

EIN 20-4199225-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
3
$2.2M assets
Welfare
0
Participants
143
3750 S. JONES BLVD., STE. 120 - LAS VEGAS, NV 89103702-434-8880drmingweiwu.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$1.1M - 45 part#002CashBalance-$804K - 36 part#003ProfitSharing-$295K - 62 part

Retirement portfolio analytics

3 plans aggregated / $2.2M assets / 143 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • WU, INC. 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)36%
  • PROFIT SHARING PLAN (#003)13%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)62
  • WU, INC. 401(K) (#001)45
  • CASH BALANCE PLAN (#002)36
Total 143Click 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#001

MING-WEI WU, INC. 401(K) PLAN

401k

Assets$1.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOCTOR MING AND JULIE WU CASH BALANCE PLAN

CashBalance

Assets$804K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DOCTOR MING AND JULIE WU PROFIT SHARING PLAN

ProfitSharing

Assets$295K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MING-WEI WU, INC. 401(K) PLAN401k$1.1M452024
002DOCTOR MING AND JULIE WU CASH BALANCE PLANCashBalance$804K362024
003DOCTOR MING AND JULIE WU PROFIT SHARING PLANProfitSharing$295K622024
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