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Sponsor portfolio

JASON C. CHO, D.D.S., INC.

EIN 27-3056339-medical practice-Latest filing 2025
Plans
2
Retirement
2
$979K assets
Welfare
0
Participants
15
250 E. YALE LOOP, SUITE 203 - IRVINE, CA 92604949-377-0299jasonbcouchdds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$584K - 6 part#002401k-$395K - 9 part

Retirement portfolio analytics

2 plans aggregated / $979K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PLAN (#001)60%
  • PROFIT SHARING PLAN (#002)40%
Total $979KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)9
  • DEFINED BENEFIT PLAN (#001)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#001

JASON C. CHO, D.D.S., INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$584K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JASON C. CHO, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$395K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JASON C. CHO, D.D.S., INC. DEFINED BENEFIT PLANTraditionalDB$584K62025
002JASON C. CHO, D.D.S., INC. 401(K) PROFIT SHARING PLAN401k$395K92025
Retirement plans
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