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  2. DAVID CHEN DDS MS PLLC
Sponsor portfolio

DAVID CHEN DDS MS PLLC

EIN 46-2383471-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
32
11510 BARKER CYPRESS RD. STE 500 - CYPRESS, TX 77433281-225-6784
Plans on this EIN
2 filings
#001401k-$1.1M - 18 part#002CashBalance-$659K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MS PLLC 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MS PLLC 401(K) (#001)18
  • CASH BALANCE PLAN (#002)14
Total 32Click 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

DAVID CHEN DDS MS PLLC 401(K) PLAN

401k

Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID CHEN DDS MS PLLC CASH BALANCE PLAN

CashBalance

Assets$659K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID CHEN DDS MS PLLC 401(K) PLAN401k$1.1M182024
002DAVID CHEN DDS MS PLLC CASH BALANCE PLANCashBalance$659K142024
Retirement plans
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