Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEX Y. WEI, MD PC
EIN 82-1566405medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 19 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
ALEX Y. WEI, MD PC 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALEX Y. WEI, MD PC CASH BALANCE PLAN
CashBalance
Assets$113K
Participants3
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 | ALEX Y. WEI, MD PC 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 16 | 2025 | |
| 002 | ALEX Y. WEI, MD PC CASH BALANCE PLAN | CashBalance | $113K | 3 | 2025 |
Retirement plans