Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XINMING FU MD, INC.
EIN 33-0984752Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
21
2001 E. FIRST ST., STE. 102 - SANTA ANA, CA 92705714-558-8033
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 21 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
XINMING FU, M.D., INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
XINMING FU MD, INC. RETIREMENT PLAN
401k
Assets$401K
Participants13
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 | XINMING FU, M.D., INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $1.4M | 8 | 2025 | |
| 002 | XINMING FU MD, INC. RETIREMENT PLAN | 401k | $401K | 13 | 2025 |
Retirement plans