Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
PETER CHENG CPA, PC
EIN 13-3481600Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 14 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
PETER CHENG CPA, PC 401(K) PLAN
401k
Assets$4.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER CHENG CPA, PC CASH BALANCE PLAN
CashBalance
Assets$580K
Participants5
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 | PETER CHENG CPA, PC 401(K) PLAN | 401k | $4.1M | 9 | 2025 | |
| 002 | PETER CHENG CPA, PC CASH BALANCE PLAN | CashBalance | $580K | 5 | 2024 |
Retirement plans