Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULIE EDITH CHEN, O.D., PROFESSIONAL CORPORATION
EIN 45-3570896Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$299K assets
Welfare
0
Participants
11
2272 MICHELSON DR, #110 - IRVINE, CA 92612949-851-2015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $299K assets / 11 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
CONCOURSE OPTOMETRY CASH BALANCE PLAN
CashBalance
Assets$196K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONCOURSE OPTOMETRY 401(K) PLAN
401k
Assets$103K
Participants8
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 | CONCOURSE OPTOMETRY CASH BALANCE PLAN | CashBalance | $196K | 3 | 2024 | |
| 001 | CONCOURSE OPTOMETRY 401(K) PLAN | 401k | $103K | 8 | 2024 |
Retirement plans