Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINSTON W CHEN DDS PA
EIN 22-3697098Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 8 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
WINSTON W CHEN DDS PA PROFIT SHARING PLAN
MoneyPurchase
Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINSTON W CHEN DDS PA MONEY PURCHASE PLAN
MoneyPurchase
Assets$2.6M
Participants4
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 | WINSTON W CHEN DDS PA PROFIT SHARING PLAN | MoneyPurchase | $4.2M | 4 | 2024 | |
| 002 | WINSTON W CHEN DDS PA MONEY PURCHASE PLAN | MoneyPurchase | $2.6M | 4 | 2024 |
Retirement plans