Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER C. WU, D.D.S., INC.
EIN 95-4250386health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
24
622 WEST DUARTE ROAD, SUITE 201 - ARCADIA, CA 91007626-446-6618petercwudds.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 24 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#002
PETER C. WU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PETER C. WU, D.D.S., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$937K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PETER C. WU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.2M | 13 | 2024 | |
| 003 | PETER C. WU, D.D.S., INC. PROFIT SHARING PLAN | ProfitSharing | $937K | 11 | 2024 |
Retirement plans