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  2. CHONG LIU, MD, PA
Sponsor portfolio

CHONG LIU, MD, PA

EIN 75-2953073-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
36
7712 SAN JACINTO PLACE SUITE 100 - PLANO, TX 75024972-669-1212LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.1M - 12 part#001401k-$1.6M - 24 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • MD, PA PENSION (#002)66%
  • PA RETIREMENT PLAN (#001)34%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PA RETIREMENT PLAN (#001)24
  • MD, PA PENSION (#002)12
Total 36Click 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#002

CHONG LIU, MD, PA PENSION PLAN

TraditionalDB

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHONG LIU, MD, PA RETIREMENT PLAN

401k

Assets$1.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHONG LIU, MD, PA PENSION PLANTraditionalDB$3.1M122024
001CHONG LIU, MD, PA RETIREMENT PLAN401k$1.6M242024
Retirement plans
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