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Sponsor portfolio

CHEN AND GUO LLC

EIN 27-3789533-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
6
2726 MONTELLANO AVE - HACIENDA HEIGHTS, CA 917454404626-636-0063
Plans on this EIN
2 filings
#001TraditionalDB-$1.2M - 3 part#002401k-$930K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DEFINED BENEFIT PENSION (#001)56%
  • GUO LLC 401(K) (#002)44%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • GUO LLC 401(K) (#002)3
Total 6Click 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

CHEN AND GUO LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CHEN AND GUO LLC 401(K) PLAN

401k

Assets$930K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHEN AND GUO LLC DEFINED BENEFIT PENSION PLANTraditionalDB$1.2M32025
002CHEN AND GUO LLC 401(K) PLAN401k$930K32025
Retirement plans
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