Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LILY CHEN DDS, PA
EIN 26-1270978Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 15 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
LILY CHEN DDS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LILY CHEN DDS, PA CASH BALANCE PLAN
CashBalance
Assets$276K
Participants7
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 | LILY CHEN DDS, PA 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 8 | 2024 | |
| 002 | LILY CHEN DDS, PA CASH BALANCE PLAN | CashBalance | $276K | 7 | 2024 |
Retirement plans