Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN P. CHEN, M.D., INC.
EIN 84-1719789Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
8
2331 S 2ND AVE - ARCADIA, CA 910065204626-462-1479
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 8 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
STEPHEN P. CHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN P. CHEN, M.D., INC. 401(K) PLAN
401k
Assets$2.8M
Participants4
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 | STEPHEN P. CHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 4 | 2025 | |
| 002 | STEPHEN P. CHEN, M.D., INC. 401(K) PLAN | 401k | $2.8M | 4 | 2025 |
Retirement plans