Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESLEY CHIANG, DMD, MS, INC
EIN 81-1711863Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
13
14828 NELSON WAY - SAN JOSE, CA 95124408-368-6683
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 13 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
WESLEY CHIANG, DMD, MS, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESLEY CHIANG, DMD, MS, INC 401(K) PLAN
401k
Assets$346K
Participants10
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 | WESLEY CHIANG, DMD, MS, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 3 | 2024 | |
| 002 | WESLEY CHIANG, DMD, MS, INC 401(K) PLAN | 401k | $346K | 10 | 2024 |
Retirement plans