Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
ZHUANG WEN DDS INC, DBA KIDS DENTAL PLANET
EIN 95-4797051Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$561K assets
Welfare
0
Participants
14
711 W. 17TH ST - SANTA ANA, CA 92706949-394-1456
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $561K assets / 14 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
ZHUANG WEN DDS INC. CASH BALANCE PLAN
CashBalance
Assets$424K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ZHUANG WEN DDS INC 401(K) PLAN
401k
Assets$137K
Participants8
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 | ZHUANG WEN DDS INC. CASH BALANCE PLAN | CashBalance | $424K | 6 | 2025 | |
| 001 | ZHUANG WEN DDS INC 401(K) PLAN | 401k | $137K | 8 | 2025 |
Retirement plans