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  2. Chen Financial Group, LLC

Filings through Oct 24, 2026.

Chen Financial Group, LLC

EIN 20-1152656-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Health & Benefits
0
Participants
3
3314 BAY CT - BELMONT, CA 940021322650-631-0600curtischen.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.0M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CHEN FINANCIAL GROUP, LLC 401(K) PLAN

401(k)

Assets$1.0M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHEN FINANCIAL GROUP, LLC 401(K) PLAN401(k)$1.0M32025
  • CHEN FINANCIAL GROUP, LLC 401(K) PLAN$1.0M
    #001 · 401(k) · 20253
Retirement plans
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