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  2. JIMMY YU SHUN CHEN
Sponsor portfolio

JIMMY YU SHUN CHEN

EIN 81-3470808-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
6
16235 DAWN WAY UNIT 105 - TUSTIN, CA 92782714-878-6550
Plans on this EIN
2 filings
#001TraditionalDB-$3.2M - 3 part#002401k-$712K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DEFINED BENEFIT PENSION (#001)82%
  • SHUN CHEN 401(K) (#002)18%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • SHUN CHEN 401(K) (#002)3
Total 6Click 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

JIMMY YU SHUN CHEN DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JIMMY YU SHUN CHEN 401(K) PLAN

401k

Assets$712K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JIMMY YU SHUN CHEN DEFINED BENEFIT PENSION PLANTraditionalDB$3.2M32025
002JIMMY YU SHUN CHEN 401(K) PLAN401k$712K32025
Retirement plans
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