Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS T. CHEN, MD, LTD.
EIN 20-3097266medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 19 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
THOMAS T. CHEN, MD, LTD. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMAS T. CHEN, MD, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$773K
Participants11
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 | THOMAS T. CHEN, MD, LTD. CASH BALANCE PLAN | CashBalance | $2.3M | 8 | 2024 | |
| 002 | THOMAS T. CHEN, MD, LTD. 401(K) PROFIT SHARING PLAN | 401k | $773K | 11 | 2024 |
Retirement plans