Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
WILLIAM BAO MD INC.
EIN 35-2174052Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
17
17595 ALMAHURST ST., STE. #202 - CITY OF INDUSTRY, CA 91748626-581-4990drwilliamwbao.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 17 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
WILLIAM BAO MD INC. PENSION PLAN
CashBalance
Assets$2.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WILLIAM BAO MD INC RETIREMENT PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM BAO MD INC. PENSION PLAN | CashBalance | $2.1M | 6 | 2024 | |
| 001 | WILLIAM BAO MD INC RETIREMENT PLAN | 401k | $1.1M | 11 | 2024 |
Retirement plans