Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POLLY C. CHAN, D.D.S., INC.
EIN 04-3836581Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
119
5 BOROUGHWOOD PLACE - HILLSBOROUGH, CA 940106713650-286-9999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 119 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
POLLY C. CHAN, D.D.S. PROFIT SHARING PLAN
401k
Assets$6.6M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POLLY C. CHAN, D.D.S. PENSION PLAN
CashBalance
Assets$4.0M
Participants64
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 | POLLY C. CHAN, D.D.S. PROFIT SHARING PLAN | 401k | $6.6M | 55 | 2024 | |
| 002 | POLLY C. CHAN, D.D.S. PENSION PLAN | CashBalance | $4.0M | 64 | 2024 |
Retirement plans