Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM TSAI, D.O., INC.
EIN 95-4811179Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 12 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#001
WILLIAM TSAI, D.O., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM TSAI, D.O., INC. 401K PLAN
401k
Assets$950K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM TSAI, D.O., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.1M | 3 | 2024 | |
| 002 | WILLIAM TSAI, D.O., INC. 401K PLAN | 401k | $950K | 9 | 2024 |
Retirement plans