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Sponsor portfolio

TAMMY CHEN, D.D.S., P.C.

EIN 45-3945161-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$959K assets
Welfare
0
Participants
6
200 WEST 57TH STREET, SUITE 303 - NEW YORK, NY 10019212-601-2666
Plans on this EIN
2 filings
#001401k-$716K - 4 part#002CashBalance-$243K - 2 part

Retirement portfolio analytics

2 plans aggregated / $959K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DDS PC 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $959KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PC 401(K) (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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

TAMMY CHEN DDS PC 401(K) PLAN

401k

Assets$716K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAMMY CHEN DDS PC CASH BALANCE PLAN

CashBalance

Assets$243K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TAMMY CHEN DDS PC 401(K) PLAN401k$716K42025
002TAMMY CHEN DDS PC CASH BALANCE PLANCashBalance$243K22025
Retirement plans
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