Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHELLE KW CHEN MEDICAL CORPORATION
EIN 01-0762087Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
8
120 E. WELLS ST. - SAN GABRIEL, CA 91776323-228-9965
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MICHELLE KW CHEN MED- CORP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHELLE KW CHEN MEDICAL CORPORATION 401K PLAN
401k
Assets$370K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHELLE KW CHEN MED- CORP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.6M | 4 | 2024 | |
| 002 | MICHELLE KW CHEN MEDICAL CORPORATION 401K PLAN | 401k | $370K | 4 | 2024 |
Retirement plans