Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WENDY STRUSS WILLETT, DDS, MS, PA
EIN 76-0673134medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
47
10015 BROADWAY STREET - PEARLAND, TX 77584713-436-4280braces4pearland.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 47 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
WENDY STRUSS WILLETT, DDS, MS, PA 401K PROFIT SHARING PLAN
401k
Assets$1.6M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WENDY STRUSS WILLETT, DDS, MS, PA CASH BALANCE PLAN
CashBalance
Assets$638K
Participants21
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 | WENDY STRUSS WILLETT, DDS, MS, PA 401K PROFIT SHARING PLAN | 401k | $1.6M | 26 | 2024 | |
| 002 | WENDY STRUSS WILLETT, DDS, MS, PA CASH BALANCE PLAN | CashBalance | $638K | 21 | 2024 |
Retirement plans