Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHEK TAN AND COMPANY, LLP
EIN 81-1005081accountingLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
33
309 4TH AVE. STE. #300 - SAN FRANCISCO, CA 94118415-673-8573chektan.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 33 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
CHEK TAN & COMPANY, LLP PENSION PLAN
CashBalance
Assets$844K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHEK TAN AND COMPANY, LLP 401(K) PLAN
401k
Assets$561K
Participants20
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 | CHEK TAN & COMPANY, LLP PENSION PLAN | CashBalance | $844K | 13 | 2025 | |
| 001 | CHEK TAN AND COMPANY, LLP 401(K) PLAN | 401k | $561K | 20 | 2024 |
Retirement plans