Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
CHI C. SHUM, MD
EIN 45-3751815medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
7
210 E47TH ST. STE 1A - NEW YORK, NY 10017212-308-4894chishummd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 7 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#003
CHI C. SHUM, MD RETIREMENT PLAN
TraditionalDB
Assets$5.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHI C. SHUM, MD K
401k
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHI C. SHUM, MD RETIREMENT PLAN | TraditionalDB | $5.1M | 3 | 2024 | |
| 002 | CHI C. SHUM, MD K | 401k | $1.9M | 4 | 2024 |
Retirement plans