Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARGARET CHU, M.D., INC.
EIN 20-5071083medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 12 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
MARGARET CHU, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MARGARET CHU, M.D., INC. RETIREMENT PLAN
TraditionalDB
Assets$601K
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 | MARGARET CHU, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 9 | 2024 | |
| 002 | MARGARET CHU, M.D., INC. RETIREMENT PLAN | TraditionalDB | $601K | 3 | 2024 |
Retirement plans