Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIARY WISE LLC FBO LULU CHEN, MD. INC.
EIN 26-1261185Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
21
7143 SEVILLE AVE - GILBERT, AZ 85295310-436-0202
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 21 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#002
LULU CHEN, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$761K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#336
ETF ADVISOR K 401K MEP FIDUCIARY WISE LLC
401k
Assets$745K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LULU CHEN, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $761K | 11 | 2024 | |
| 336 | ETF ADVISOR K 401K MEP FIDUCIARY WISE LLC | 401k | $745K | 10 | 2024 |
Retirement plans