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Sponsor portfolio

GARY CHEN M.D., INC.

EIN 20-3031724-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
41
P.O. BOX 3365 - CERRITOS, CA 90703562-547-6559LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#005TraditionalDB-$4.3M - 10 part#004401k-$2.3M - 31 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC. RETIREMENT PLAN (#005)65%
  • M.D., INC. 401(K) (#004)35%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., INC. 401(K) (#004)31
  • INC. RETIREMENT PLAN (#005)10
Total 41Click 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#005

GARY CHEN M.D. INC. RETIREMENT PLAN

TraditionalDB

Assets$4.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

GARY CHEN M.D., INC. 401(K) PLAN

401k

Assets$2.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005GARY CHEN M.D. INC. RETIREMENT PLANTraditionalDB$4.3M102024
004GARY CHEN M.D., INC. 401(K) PLAN401k$2.3M312024
Retirement plans
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