WINNES WONG, CPA, A PROFESSIONAL CORPORATION RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINNES WONG, CPA, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
WINNES WONG, CPA, A PROFESSIONAL CORPORATION
EIN
95-4731802
Address
1427 W. VALLEY BLVD, SUITE 201 · ALHAMBRA, CA · 91803
Phone
(626) 299-3722
Industry
CPA Offices· Professional & Technical Servicessee all
