Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUDY CHEN, DDS, INC.
EIN 45-2485318information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
26
442 E. CALAVERAS BLVD. - MILPITAS, CA 95035408-719-9206judychendds.netLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 26 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#002
JUDY CHEN, DDS, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$4.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JUDY CHEN, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JUDY CHEN, DDS, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $4.3M | 12 | 2025 | |
| 001 | JUDY CHEN, DDS 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 14 | 2025 |
Retirement plans