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  2. HARRY W. OU M.D., INC.
Sponsor portfolio

HARRY W. OU M.D., INC.

EIN 45-1689613-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
18
5562 PHILADELPHIA ST STE 200 - CHINO, CA 91710909-464-9119LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.3M - 13 part#003TraditionalDB-$1.0M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • INC. 401K PLAN (#001)69%
  • M.D., INC. PENSION (#003)31%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)13
  • M.D., INC. PENSION (#003)5
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARRY W. OU M.D., INC. 401K PLAN

401k

Assets$2.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HARRY W. OU M.D., INC. PENSION PLAN

TraditionalDB

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARRY W. OU M.D., INC. 401K PLAN401k$2.3M132024
003HARRY W. OU M.D., INC. PENSION PLANTraditionalDB$1.0M52024
Retirement plans
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