Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER HO WIN, M.D., INC.
EIN 26-2142307medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
45
234 S. FIRST AVE., SUITE 101 - ARCADIA, CA 91006626-447-7008shinfamilymedical.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 45 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
PETER HO WIN 401(K) SAFE HARBOR PROFIT SHARING
401k
Assets$2.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER HO WIN, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$852K
Participants14
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 | PETER HO WIN 401(K) SAFE HARBOR PROFIT SHARING | 401k | $2.3M | 31 | 2025 | |
| 002 | PETER HO WIN, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $852K | 14 | 2024 |
Retirement plans