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  2. TOMMY CHAU INSURANCE AGENCY
Sponsor portfolio

TOMMY CHAU INSURANCE AGENCY

EIN 20-5225899-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$801K assets
Welfare
0
Participants
10
179 N. PLANO ROAD, SUITE 200 - RICHARDSON, TX 75081972-744-9873
Plans on this EIN
2 filings
#002CashBalance-$573K - 5 part#001401k-$228K - 5 part

Retirement portfolio analytics

2 plans aggregated / $801K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • CHAU AGENCY 401(K) (#001)29%
Total $801KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • CHAU AGENCY 401(K) (#001)5
Total 10Click 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#002

TOMMY CHAU AGENCY CASH BALANCE PLAN

CashBalance

Assets$573K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TOMMY CHAU AGENCY 401(K) PLAN

401k

Assets$228K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOMMY CHAU AGENCY CASH BALANCE PLANCashBalance$573K52025
001TOMMY CHAU AGENCY 401(K) PLAN401k$228K52025
Retirement plans
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