Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNIFER Y. WU, DDS, INC.
EIN 46-4365523Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
23
1655 HOLLENBECK AVE., SUITE 101 - SUNNYVALE, CA 94087408-733-0840drjenniferwu.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 23 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
JENNIFER WU, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JENNIFER Y. WU, DDS, CASH BALANCE PLAN
CashBalance
Assets$290K
Participants9
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 | JENNIFER WU, DDS 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 14 | 2025 | |
| 002 | JENNIFER Y. WU, DDS, CASH BALANCE PLAN | CashBalance | $290K | 9 | 2025 |
Retirement plans