Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWIN K. CHAN, MD., PC.
EIN 26-2428393medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 12 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
EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN
CashBalance
Assets$3.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDWIN K. CHAN, MD., PC., 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.7M
Participants6
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 | EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN | CashBalance | $3.7M | 6 | 2024 | |
| 002 | EDWIN K. CHAN, MD., PC., 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.7M | 6 | 2024 |
Retirement plans