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  2. CHANG MEDICAL, A PROFESSIONAL CORPORATION
Sponsor portfolio

CHANG MEDICAL, A PROFESSIONAL CORPORATION

EIN 86-1300870-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
2626 E SHACKLE LINE DR - BREA, CA 928217408626-617-5393
Plans on this EIN
2 filings
#001TraditionalDB-$906K - 3 part#002401k-$379K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PENSION (#001)70%
  • RETIREMENT TRUST 401(K) (#002)30%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • RETIREMENT TRUST 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

CHANG MEDICAL, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$906K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHANG MEDICAL, A PROFESSIONAL CORPORATION RETIREMENT TRUST 401(K) PLAN

401k

Assets$379K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHANG MEDICAL, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$906K32024
002CHANG MEDICAL, A PROFESSIONAL CORPORATION RETIREMENT TRUST 401(K) PLAN401k$379K32025
Retirement plans
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