Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY H. WONG, D.D.S., M.S., P.C.
EIN 73-1632546Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
30
4141 ARAPAHOE AVENUE,, SUITE #100 - BOULDER, CO 80303303-444-6680
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 30 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
JEFFREY H. WONG DDS MS PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY H. WONG, D.D.S., M.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$711K
Participants11
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 | JEFFREY H. WONG DDS MS PC 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 19 | 2025 | |
| 002 | JEFFREY H. WONG, D.D.S., M.S., P.C. CASH BALANCE PLAN | CashBalance | $711K | 11 | 2025 |
Retirement plans