Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KONG L. CHANG OPTOMETRIST, PLLC
EIN 73-1687454Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
16
5801 NORTH MAY - OKLAHOMA CITY, OK 73112405-840-5664
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 16 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#002
KONG L. CHANG OPTOMETRIST, PLLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KONG L. CHANG OPTOMETRIST, PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$472K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KONG L. CHANG OPTOMETRIST, PLLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 13 | 2024 | |
| 001 | KONG L. CHANG OPTOMETRIST, PLLC PROFIT SHARING PLAN | ProfitSharing | $472K | 3 | 2024 |
Retirement plans