Assets by plan
Share of aggregate retirement assets
57%top
Filings through .
Sponsor portfolio
Randy Chang Insurance Agency, Inc.
EIN 83-1572981Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$298K assets
Welfare
0
Participants
6
2083 OLD MIDDLEFIELD WAY, # 206 - MOUNTAIN VIEW, CA 94043650-919-8880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $298K assets / 6 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
RANDY CHANG INSURANCE AGENCY 401(K) PLAN & TRUST
401(k)
Assets$169K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RANDY CHANG INSURANCE AGENCY DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$129K
Participants3
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 | RANDY CHANG INSURANCE AGENCY 401(K) PLAN & TRUST | 401(k) | $169K | 3 | 2025 | |
| 002 | RANDY CHANG INSURANCE AGENCY DEFINED BENEFIT PLAN & TRUST | Traditional DB | $129K | 3 | 2025 |
Retirement plans