Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
STEVEN D CHANG MD INC.
EIN 77-0577402medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
14
3160 TELEGRAPH RD., SUITE 102 - VENTURA, CA 93003805-340-3483stevendchangmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 14 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
STEVEN D CHANG MD INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN D. CHANG, M.D., INC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
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 | STEVEN D CHANG MD INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.2M | 7 | 2024 | |
| 002 | STEVEN D. CHANG, M.D., INC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 7 | 2024 |
Retirement plans