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Sponsor portfolio

BOJUN WANG

EIN 87-2614872-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
17 CANOE BROOK DR. - LIVINGSTON, NJ 07039917-660-6796
Plans on this EIN
2 filings
#001TraditionalDB-$1.1M - 3 part#002401k-$137K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • DEFINED BENEFIT PLAN (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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#001

BO WANG DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BO WANG PROFIT SHARING PLAN

401k

Assets$137K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BO WANG DEFINED BENEFIT PLANTraditionalDB$1.1M32024
002BO WANG PROFIT SHARING PLAN401k$137K32024
Retirement plans
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