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  2. LAWRENCE CHAO M.D., INC.
Sponsor portfolio

LAWRENCE CHAO M.D., INC.

EIN 26-2828513-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
15
1120 RIDGEWOOD DR. - MILLBRAE, CA 94030415-987-3512
Plans on this EIN
2 filings
#002TraditionalDB-$3.7M - 6 part#001401k-$1.6M - 9 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • M.D., INC. PENSION (#002)70%
  • INC. RETIREMENT PLAN (#001)30%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)9
  • M.D., INC. PENSION (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAWRENCE CHAO M.D., INC. PENSION PLAN

TraditionalDB

Assets$3.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LAWRENCE CHAO M.D. INC. RETIREMENT PLAN

401k

Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAWRENCE CHAO M.D., INC. PENSION PLANTraditionalDB$3.7M62024
001LAWRENCE CHAO M.D. INC. RETIREMENT PLAN401k$1.6M92024
Retirement plans
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