Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNIFER SUN, M.D. INC.
EIN 20-3507502individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
5
689 W. FOOTHILL BLVD., STE B - CLAREMONT, CA 91711909-482-2058jennifersunmd.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 5 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
JENNIFER SUN, M.D. INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENNIFER SUN, M.D. INC. 401(K) PROFIT SHARING PLAN
401k
Assets$489K
Participants3
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 | JENNIFER SUN, M.D. INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 2 | 2024 | |
| 002 | JENNIFER SUN, M.D. INC. 401(K) PROFIT SHARING PLAN | 401k | $489K | 3 | 2024 |
Retirement plans