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Sponsor portfolio

KEN SUN CPA

EIN 33-2195483-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
17
111 JACKSON ST. - HAYWARD, CA 94544510-886-7680
Plans on this EIN
2 filings
#001TraditionalDB-$3.8M - 6 part#002401k-$2.5M - 11 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SUN CPA PENSION (#001)61%
  • SUN CPA 401(K) (#002)39%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUN CPA 401(K) (#002)11
  • SUN CPA PENSION (#001)6
Total 17Click 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

KEN SUN CPA PENSION PLAN

TraditionalDB

Assets$3.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEN SUN CPA 401(K) PLAN

401k

Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEN SUN CPA PENSION PLANTraditionalDB$3.8M62025
002KEN SUN CPA 401(K) PLAN401k$2.5M112025
Retirement plans
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