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Sponsor portfolio

SCOTT H. WOOD

EIN 94-3316900-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
401 BURGESS DR SUITE B - MENLO PARK, CA 94025650-325-9955LinkedIn11-50 employees
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 2 part#001401k-$171K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • WOOD M.D. 401(K) (#001)14%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • WOOD M.D. 401(K) (#001)2
Total 4Click 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

SCOTT H. WOOD M.D. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SCOTT H. WOOD M.D. 401(K) PLAN

401k

Assets$171K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT H. WOOD M.D. CASH BALANCE PLANCashBalance$1.1M22024
001SCOTT H. WOOD M.D. 401(K) PLAN401k$171K22024
Retirement plans
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