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Sponsor portfolio

WEI-CHIN MA

EIN 47-5668368-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
6
2707 E VALLEY BLVD STE 316 - WEST COVINA, CA 917923198626-581-3900
Plans on this EIN
2 filings
#001TraditionalDB-$4.5M - 3 part#002401k-$986K - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DEFINED BENEFIT PENSION (#001)82%
  • WEI-CHIN MA 401(K) (#002)18%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • WEI-CHIN MA 401(K) (#002)3
Total 6Click 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

WEI-CHIN MA DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEI-CHIN MA 401(K) PLAN

401k

Assets$986K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEI-CHIN MA DEFINED BENEFIT PENSION PLANTraditionalDB$4.5M32025
002WEI-CHIN MA 401(K) PLAN401k$986K32025
Retirement plans
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