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Sponsor portfolio

JENNY WU CLINIC, INC.

EIN 45-5376520-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
8
12280 SARATOGA SUNNYVALE ROAD, SUIT - SARATOGA, CA 95070408-255-8886
Plans on this EIN
2 filings
#002TraditionalDB-$2.8M - 4 part#001401k-$750K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CLINIC, INC. PENSION (#002)79%
  • INC. RETIREMENT PLAN (#001)21%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC, INC. PENSION (#002)4
  • INC. RETIREMENT PLAN (#001)4
Total 8Click 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

JENNY WU CLINIC, INC. PENSION PLAN

TraditionalDB

Assets$2.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JENNY WU CLINIC, INC. RETIREMENT PLAN

401k

Assets$750K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JENNY WU CLINIC, INC. PENSION PLANTraditionalDB$2.8M42025
001JENNY WU CLINIC, INC. RETIREMENT PLAN401k$750K42025
Retirement plans
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