Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEANCA CHU , D . D.S. , A PROFESSIONAL CORP.
EIN 20-1262361medical practiceLatest filing 2025
Plans
2
Retirement
2
$16.9M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.9M assets / 17 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
BEANCA CHU , DDS A PROFESSIONAL CORP . 401 (K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$15.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BEANCA CHU, DDS, APC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants7
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 | BEANCA CHU , DDS A PROFESSIONAL CORP . 401 (K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $15.1M | 10 | 2025 | |
| 004 | BEANCA CHU, DDS, APC CASH BALANCE PLAN | CashBalance | $1.8M | 7 | 2025 |
Retirement plans