Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEN-KUEI WANG, PHD, DDS
EIN 26-4484574Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
4
1286 KIFER RD., SUITE 111 - SUNNYVALE, CA 94086408-245-8822wangendodontics.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 4 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
JEN-KUEI WANG, PHD, DDS PENSION PLAN
TraditionalDB
Assets$4.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEN-KUEI WANG, PHD, DDS RETIREMENT PLAN
401k
Assets$1.7M
Participants2
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 | JEN-KUEI WANG, PHD, DDS PENSION PLAN | TraditionalDB | $4.5M | 2 | 2025 | |
| 001 | JEN-KUEI WANG, PHD, DDS RETIREMENT PLAN | 401k | $1.7M | 2 | 2025 |
Retirement plans