Retirement plan

WU & LAN DDS RETIREMENT PLAN

Name: Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP. - WU & LAN DDS RETIREMENT PLAN (2025) Form 5500
Creator: Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WU & LAN DDS RETIREMENT PLAN, Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.

Y.M.WU, DDS & C.H.LAN, DDS, PROFESSIONAL CORP.EIN 94-3259412Plan #001PY 2025

4988 PASEO PADRE PARKWAY SUITE 204 - FREMONT, CA 94555510-928-1808

Other plans on this EIN

1 filing

#002Retirement-$4.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+24.3% from 2024

Total participants

+4.0% from 2024

Average account balance

$145,087

+24.3% from 2024

Annual return

17.65%

+6.26 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$145K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$207

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$304 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.143%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$145,087

$174,379-16.8%

$152,093-4.6%

$138,895+4.5%

Participation rate

94.1%

81.6%+12.5pp

77.8%+16.4pp

79.9%+14.2pp

Annual return

17.65%

74.86%-57.2pp

66.36%-48.7pp

145.39%-127.7pp

Employer contribution / active EE

$2,826

$4,652-39.2%

$4,175-32.3%

$4,194-32.6%

Participant deferral / active EE

$8,933

$6,159+45.0%

$5,451+63.9%

$6,396+39.7%

Admin fee / account holder

$207

$16,880-98.8%

$14,497-98.6%

$12,562-98.4%

WU & LAN DDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WU & LAN DDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion