Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS H. WU, D.D.S., INC.
EIN 95-4667598medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
18
1103 S SAN GABRIEL BLVD # A - SAN GABRIEL, CA 91776626-282-1612LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 18 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
THOMAS H. WU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THOMAS H. WU, D.D.S., INC. 401K PROFIT SHARING PLAN
401k
Assets$3.4M
Participants12
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 | THOMAS H. WU, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 6 | 2024 | |
| 001 | THOMAS H. WU, D.D.S., INC. 401K PROFIT SHARING PLAN | 401k | $3.4M | 12 | 2024 |
Retirement plans