Assets by plan
Share of aggregate retirement assets
Filings through .
Fiduciary Wise LLC Fbo Lulu Chen, MD. Inc.
EIN 26-1261185Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Health & Benefits
0
Participants
19
7143 SEVILLE AVE - GILBERT, AZ 85295310-436-0202
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 19 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#336
ETF ADVISOR K MEP FIDUCIARY WISE LLC
401(k)
Assets$978K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LULU CHEN, M.D., INC. PROFIT SHARING PLAN
Profit-sharing
Assets$975K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #336 | ETF ADVISOR K MEP FIDUCIARY WISE LLC | 401(k) | $978K | 6 | 2025 |
| #002 | LULU CHEN, M.D., INC. PROFIT SHARING PLAN | Profit-sharing | $975K | 13 | 2025 |
- #336 · 401(k) · 20256
- #002 · Profit-sharing · 202513
Retirement plans