Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT CHANG, D.O. INC.
EIN 77-0702196Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
52
4221 WILSHIRE BLVD, SUITE 394 - WEST HOLLYWOOD, CA 90046626-354-6789
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 52 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#003
ROBERT CHANG, D.O. INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT CHANG, D.O. INC. 401(K) SAFE HARBOR PLAN
401k
Assets$1.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBERT CHANG, D.O. INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.8M | 15 | 2024 | |
| 002 | ROBERT CHANG, D.O. INC. 401(K) SAFE HARBOR PLAN | 401k | $1.3M | 37 | 2024 |
Retirement plans