Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MELISSA CHENG, DDS, INC.
EIN 81-0607740medical practiceLatest filing 2024
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 25 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#002
MELISSA CHENG, D.D.S. PROFIT SHARING PLAN
401k
Assets$7.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MELISSA CHENG, D.D.S., INC. PENSION PLAN
TraditionalDB
Assets$2.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MELISSA CHENG, D.D.S. PROFIT SHARING PLAN | 401k | $7.5M | 12 | 2024 | |
| 003 | MELISSA CHENG, D.D.S., INC. PENSION PLAN | TraditionalDB | $2.2M | 13 | 2024 |
Retirement plans