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Sponsor portfolio

WU XUXIA MEDICINE PC

EIN 81-3768363-medical practice-Latest filing 2024
Plans
2
Retirement
2
$642K assets
Welfare
0
Participants
18
27 BOND STREET UNIT C - GREAT NECK, NY 11021718-661-0018LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$604K - 8 part#001ProfitSharing-$38K - 10 part

Retirement portfolio analytics

2 plans aggregated / $642K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • MEDICINE PC PENSION (#002)94%
  • PC RETIREMENT PLAN (#001)6%
Total $642KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)10
  • MEDICINE PC PENSION (#002)8
Total 18Click 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#002

WU XUXIA MEDICINE PC PENSION PLAN

CashBalance

Assets$604K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WU XUXIA MEDICINE PC RETIREMENT PLAN

ProfitSharing

Assets$38K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WU XUXIA MEDICINE PC PENSION PLANCashBalance$604K82024
001WU XUXIA MEDICINE PC RETIREMENT PLANProfitSharing$38K102024
Retirement plans
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