How big is Richard WU Optometrist PC's plan?

Richard WU Optometrist PC's plan reported $387K in assets and 4 participants for 2024.

Original filing (PDF)20250709124301NAL0008096976001

Richard WU Optometrist PC

Name: Richard WU Optometrist PC — Form 5500 (2024)
Creator: Richard WU Optometrist PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Richard WU Optometrist PC held $387K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

People on this filing

Richard WU signed Richard WU Optometrist PC's 2024 Form 5500 as plan administrator.

Richard 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

Richard WU Optometrist PC's EIN is 83-3702960.

EIN 83-3702960

Plan number 001

Plan year 2024

ACK ID 20250709124301NAL0008096976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard WU Optometrist PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard WU Optometrist PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

RICHARD WU OPTOMETRIST PC

EIN

all filings

Address

6710 FRESH POND ROAD · RIDGEWOOD, NY · 11385

Phone

(917) 886-1556

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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