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Sponsor portfolio

ALEX W. TOM

EIN 77-0333145-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
5
1675 WEDGEWOOD DRIVE - HILLSBOROUGH, CA 940107224408-356-8101
Plans on this EIN
2 filings
#005MoneyPurchase-$5.5M - 2 part#004ProfitSharing-$2.1M - 3 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • MONEY PURCHASE PLAN (#005)73%
  • PROFIT SHARING PLAN (#004)27%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)3
  • MONEY PURCHASE PLAN (#005)2
Total 5Click 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#005

MONEY PURCHASE PLAN

MoneyPurchase

Assets$5.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PROFIT SHARING PLAN

ProfitSharing

Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005MONEY PURCHASE PLANMoneyPurchase$5.5M22025
004PROFIT SHARING PLANProfitSharing$2.1M32025
Retirement plans
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