Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARC Y. WAKI, D.D.S.
EIN 26-0296306medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M 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#002
MARC Y. WAKI, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARC Y. WAKI, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants15
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 | MARC Y. WAKI, D.D.S. CASH BALANCE PLAN | CashBalance | $3.3M | 15 | 2025 | |
| 001 | MARC Y. WAKI, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $2.2M | 15 | 2025 |
Retirement plans