Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
JONATHAN CHANG DMD INC.
EIN 46-2626050medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
77
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 77 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#001
JONATHAN CHANG DMD INC. PROFIT SHARING 401K PLAN
401k
Assets$1.3M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JONATHAN CHANG DMD INC. PENSION PLAN
CashBalance
Assets$1.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONATHAN CHANG DMD INC. PROFIT SHARING 401K PLAN | 401k | $1.3M | 42 | 2025 | |
| 002 | JONATHAN CHANG DMD INC. PENSION PLAN | CashBalance | $1.3M | 35 | 2025 |
Retirement plans