Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK Y. WEI, A DENTAL CORPORATION
EIN 33-0945195medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
13
41278 MARGARITA ROAD, SUITE 202 - TEMECULA, CA 92591760-693-2239socalendospecs.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 13 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
PATRICK Y. WEI, A DENTAL CORPORATION RETIREMENT PLAN
TraditionalDB
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATRICK WEI, DDS PROFIT SHARING PLAN
ProfitSharing
Assets$433K
Participants5
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 | PATRICK Y. WEI, A DENTAL CORPORATION RETIREMENT PLAN | TraditionalDB | $2.6M | 8 | 2024 | |
| 001 | PATRICK WEI, DDS PROFIT SHARING PLAN | ProfitSharing | $433K | 5 | 2024 |
Retirement plans