Holly Wu, Dds INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Holly Wu, Dds INC
  • Sponsor EIN: 954485003
  • Sponsor Address: 3220 SEPULVEDA BLVD, SUITE 206, TORRANCE, CA, 90505
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$5.9M$57,744$30,500
20238$5.3M$5,852$0
20228$4.9M$52,528$27,000

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