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  2. CINDY F. CHENG, CPA
Sponsor portfolio

CINDY F. CHENG, CPA

EIN 77-0387142-telecommunications-Latest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
29
1975 HAMILTON AVENUE, SUITE 29 - SAN JOSE, CA 95125408-369-2929LinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$3.8M - 12 part#002CashBalance-$3.3M - 17 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CPA RETIREMENT PLAN (#001)53%
  • CHENG CPA PENSION (#002)47%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHENG CPA PENSION (#002)17
  • CPA RETIREMENT PLAN (#001)12
Total 29Click 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#001

CINDY F. CHENG, CPA RETIREMENT PLAN

401k

Assets$3.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CINDY F. CHENG CPA PENSION PLAN

CashBalance

Assets$3.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CINDY F. CHENG, CPA RETIREMENT PLAN401k$3.8M122024
002CINDY F. CHENG CPA PENSION PLANCashBalance$3.3M172025
Retirement plans
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