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Sponsor portfolio

PETER Z. TIAN

EIN 04-3536963-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
6
842 MASSACHUSETTS AVENUE - CAMBRIDGE, MA 02139617-864-1600
Plans on this EIN
2 filings
#001TraditionalDB-$1.6M - 3 part#002401k-$24K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • DEFINED BENEFIT PLAN (#001)99%
  • PROFIT SHARING PLAN (#002)1%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETER Z. TIAN DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETER Z. TIAN PROFIT SHARING PLAN

401k

Assets$24K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PETER Z. TIAN DEFINED BENEFIT PLANTraditionalDB$1.6M32025
002PETER Z. TIAN PROFIT SHARING PLAN401k$24K32025
Retirement plans
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