Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CD CHUNN & ASSOCIATES
EIN 47-1917550Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
4
27762 ANTONIA PARKWAY, SUITE L1-295 - LADERA RANCH, CA 92694949-354-2906
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 4 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
CD CHUNN & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CD CHUNN & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$558K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CD CHUNN & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 2 | 2025 | |
| 002 | CD CHUNN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $558K | 2 | 2025 |
Retirement plans