Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JERRY WANG DDS, MD INC
EIN 35-2184069Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
1475 CEDARWOOD LANE, #A - PLEASANTON, CA 95466925-426-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
JERRY WANG DDS, MD 401(K) PLAN
401k
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$84K
Participants0
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 | JERRY WANG DDS, MD 401(K) PLAN | 401k | $1.0M | 6 | 2025 | |
| 002 | JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $84K | 0 | 2025 |
Retirement plans