Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHAIKEN & CHAIKEN, P.C.
EIN 75-2767430legal servicesLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
10
5717 LEGACY DRIVE, SUITE 250, SUITE 250 - PLANO, TX 75024214-265-0250chaikenlaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 10 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
CHAIKEN & CHAIKEN, P.C. PENSION PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHAIKEN & CHAIKEN, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants7
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 | CHAIKEN & CHAIKEN, P.C. PENSION PLAN | CashBalance | $2.3M | 3 | 2025 | |
| 002 | CHAIKEN & CHAIKEN, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 7 | 2025 |
Retirement plans