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Sponsor portfolio

NGUYEN WIN, INC.

EIN 82-4609845-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$797K assets
Welfare
0
Participants
14
421 NORTH BROOKHURST STREET, 123 - ANAHEIM, CA 92801714-947-4770
Plans on this EIN
2 filings
#002CashBalance-$636K - 6 part#001401k-$161K - 8 part

Retirement portfolio analytics

2 plans aggregated / $797K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • WIN, INC. 401(K) (#001)20%
Total $797KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WIN, INC. 401(K) (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click 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

NGUYEN WIN, INC. CASH BALANCE PLAN

CashBalance

Assets$636K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NGUYEN WIN, INC. 401(K) PLAN

401k

Assets$161K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NGUYEN WIN, INC. CASH BALANCE PLANCashBalance$636K62024
001NGUYEN WIN, INC. 401(K) PLAN401k$161K82024
Retirement plans
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