Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHANG WU M.D., INC.
EIN 20-8891865Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
36
3141 S. HACIENDA BLVD. - HACIENDA HEIGHTS, CA 91745626-937-6663
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 36 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
STEVEN S. C. WU M.D. PENSION PLAN
TraditionalDB
Assets$4.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN S.C. WU M.D. RETIREMENT PLAN
401k
Assets$3.2M
Participants21
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 | STEVEN S. C. WU M.D. PENSION PLAN | TraditionalDB | $4.6M | 15 | 2025 | |
| 002 | STEVEN S.C. WU M.D. RETIREMENT PLAN | 401k | $3.2M | 21 | 2025 |
Retirement plans