Original filing (PDF)20251002130030NAL0000523537001

WENDY LIU ACCOUNTANCY CORP.

Name: WENDY LIU ACCOUNTANCY CORP. — WENDY LIU ACCOUNTANCY CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WENDY LIU ACCOUNTANCY CORP.

Form 5500-SF

FILING_RECEIVED

WENDY LIU ACCOUNTANCY CORP. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WENDY LIU ACCOUNTANCY CORP..

Plan sponsor

Name

WENDY LIU ACCOUNTANCY CORP.

EIN

27-0826294all filings

Address

1641 W. MAIN ST. STE 305 · ALHAMBRA, CA · 91801

Phone

(626) 289-5002

Industry