Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION
EIN 27-2265927medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
7
1240 S WESTLAKE BLVD STE 111 - WESTLAKE VILLAGE, CA 913611976310-254-8560LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 7 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
ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION 401(K) PLAN
401k
Assets$698K
Participants4
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 | ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 3 | 2024 | |
| 002 | ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION 401(K) PLAN | 401k | $698K | 4 | 2024 |
Retirement plans