Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMON WU, M.D., LTD.
EIN 36-4232080medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
10
400 N. WALL STREET SUITE 303 - KANKAKEE, IL 609012964815-933-1664LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 10 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
SIMON WU, M.D., LTD. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN
401k
Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMON WU, M.D., LTD. CASH BALANCE PLAN
CashBalance
Assets$981K
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 | SIMON WU, M.D., LTD. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | 401k | $2.5M | 6 | 2025 | |
| 002 | SIMON WU, M.D., LTD. CASH BALANCE PLAN | CashBalance | $981K | 4 | 2025 |
Retirement plans