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  2. ANTHONY CHA D.D.S., M.S. INC.
Sponsor portfolio

ANTHONY CHA D.D.S., M.S. INC.

EIN 05-0570575-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
29
18909 SOLEDAD ROAD, UNIT G - CANYON COUNTRY, CA 91351661-433-6363
Plans on this EIN
2 filings
#001401k-$3.0M - 14 part#002CashBalance-$1.9M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • M.S. INC. 401(K) (#001)61%
  • CASH BALANCE PENSION (#002)39%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)15
  • M.S. INC. 401(K) (#001)14
Total 29Click 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

ANTHONY CHA D.D.S., M.S. INC. 401(K) PLAN

401k

Assets$3.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANTHONY CHA D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANTHONY CHA D.D.S., M.S. INC. 401(K) PLAN401k$3.0M142025
002ANTHONY CHA D.D.S., M.S., INC. CASH BALANCE PENSION PLANCashBalance$1.9M152025
Retirement plans
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