Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HENRY C CHANG MD LLC
EIN 27-2888275medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M 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#001
HENRY C CHANG MD LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HENRY C CHANG MD LLC 401(K) PROFIT SHARING PLAN
401k
Assets$344K
Participants3
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 | HENRY C CHANG MD LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.1M | 3 | 2024 | |
| 002 | HENRY C CHANG MD LLC 401(K) PROFIT SHARING PLAN | 401k | $344K | 3 | 2024 |
Retirement plans