Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
MARISA CHANG, M.D., INC.
EIN 26-4079160Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
2811 WILSHIRE BLVD., SUITE 790 - SANTA MONICA, CA 90403310-829-5968
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 6 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
MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARISA CHANG, M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$289K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.1M | 3 | 2024 | |
| 001 | MARISA CHANG, M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $289K | 3 | 2024 |
Retirement plans