Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
JAMES H WANG DDS INC
EIN 33-0850731Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$976K assets
Welfare
0
Participants
11
16391 WISHINGWELL LANE - HUNTINGTON BEACH, CA 92647714-330-0399
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $976K assets / 11 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
JAMES H WANG DDS INC RETIREMENT PLAN
ProfitSharing
Assets$507K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES H WANG DDS INC PENSION PLAN
TraditionalDB
Assets$470K
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 | JAMES H WANG DDS INC RETIREMENT PLAN | ProfitSharing | $507K | 7 | 2024 | |
| 002 | JAMES H WANG DDS INC PENSION PLAN | TraditionalDB | $470K | 4 | 2024 |
Retirement plans