Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WENDY LIU ACCOUNTANCY CORP.
EIN 27-0826294accountingLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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
WENDY LIU ACCOUNTANCY CORP. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WENDY LIU ACCOUNTANCY CORP. PROFIT SHARING PLAN
401k
Assets$274K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WENDY LIU ACCOUNTANCY CORP. DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 3 | 2024 | |
| 002 | WENDY LIU ACCOUNTANCY CORP. PROFIT SHARING PLAN | 401k | $274K | 7 | 2024 |
Retirement plans