Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Steve Li Chan M.D., Inc.
EIN 32-0057447Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$383K assets
Welfare
0
Participants
4
920 N. DIAMOND BAR BLVD. - DIAMOND BAR, CA 91765562-301-3964
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $383K assets / 4 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
STEVE LI CHAN M.D., INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$310K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVE LI CHAN M.D., INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$73K
Participants2
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 | STEVE LI CHAN M.D., INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $310K | 2 | 2025 | |
| 002 | STEVE LI CHAN M.D., INC. 401(K) PROFIT SHARING PLAN | 401(k) | $73K | 2 | 2025 |
Retirement plans