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Sponsor portfolio

GRACE M. WANG, CPA, A PROFESSIONAL CORP.

EIN 45-4320710-accounting-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
7
7220 ROSEMEAD BLVD., SUITE #206 - SAN GABRIEL, CA 91775626-286-4446LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002CashBalance-$2.3M - 3 part#001401k-$554K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • WANG CPA PENSION (#002)81%
  • CPA RETIREMENT PLAN (#001)19%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA RETIREMENT PLAN (#001)4
  • WANG CPA PENSION (#002)3
Total 7Click 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#002

GRACE WANG CPA PENSION PLAN

CashBalance

Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GRACE WANG CPA RETIREMENT PLAN

401k

Assets$554K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GRACE WANG CPA PENSION PLANCashBalance$2.3M32025
001GRACE WANG CPA RETIREMENT PLAN401k$554K42025
Retirement plans
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