Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
JWANG MEDICAL GROUP, INC.
EIN 20-5570443medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
30
525 SOUTH DRIVE, SUITE 219 - MOUNTAIN VIEW, CA 94040650-969-4600LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 30 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
JENNIFER P. WANG, M.D. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENNIFER P. WANG, M.D. CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants11
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 | JENNIFER P. WANG, M.D. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 19 | 2025 | |
| 002 | JENNIFER P. WANG, M.D. CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 11 | 2025 |
Retirement plans