How big is Jennifer Y. WU, DDS, Inc.'s plan?

Jennifer Y. WU, DDS, Inc.'s plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250721232814NAL0005232130001

Jennifer Y. WU, DDS, Inc.

Name: Jennifer Y. WU, DDS, Inc. — Jennifer WU, DDS 401(k), Form 5500 (2024)
Creator: Jennifer Y. WU, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer WU, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Jennifer Y. WU, DDS, Inc.'s Jennifer WU, DDS 401(k) Profit Sharing Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jennifer WU signed Jennifer Y. WU, DDS, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer WU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jennifer Y. WU, DDS, Inc.'s EIN is 46-4365523.

EIN 46-4365523

Plan number 001

Plan year 2024

ACK ID 20250721232814NAL0005232130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jennifer Y. WU, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jennifer Y. WU, DDS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENNIFER Y. WU, DDS, INC..

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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 (92nd percentile).

Plan sponsor

Name

JENNIFER Y. WU, DDS, INC.

EIN

all filings

Address

877 W. FREMONT AVE, SUITE D-1 · SUNNYVALE, CA · 94087

Phone

(408) 733-0840

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator