Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHLEEN CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC
EIN 26-0529470medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 13 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
IVY ORTHODONTICS PC RETIREMENT
401k
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATHLEEN CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$562K
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 | IVY ORTHODONTICS PC RETIREMENT | 401k | $1.5M | 9 | 2025 | |
| 002 | KATHLEEN CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC CASH BALANCE PENSION PLAN | CashBalance | $562K | 4 | 2025 |
Retirement plans