Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRACE E. HWANG, M.D.
EIN 77-0287189Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
15
835 SEQUOIA AVENUE - LINDSAY, CA 93247559-562-5177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 15 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#002
GRACE E. HWANG, M.D. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GRACE E. HWANG, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$54K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRACE E. HWANG, M.D. CASH BALANCE PLAN | CashBalance | $1.9M | 8 | 2024 | |
| 001 | GRACE E. HWANG, M.D. PROFIT SHARING PLAN | ProfitSharing | $54K | 7 | 2024 |
Retirement plans