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Sponsor portfolio

KEN CHENG, PC

EIN 86-2473459-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$663K assets
Welfare
0
Participants
11
3500 DULUTH PARK LANE, SUITE 100 - DULUTH, GA 30096770-476-3332
Plans on this EIN
2 filings
#002CashBalance-$422K - 4 part#001401k-$241K - 7 part

Retirement portfolio analytics

2 plans aggregated / $663K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • DENTAL GROUP 401(K) (#001)36%
Total $663KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL GROUP 401(K) (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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#002

DULUTH DENTAL GROUP CASH BALANCE PLAN

CashBalance

Assets$422K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DULUTH DENTAL GROUP 401(K) PLAN

401k

Assets$241K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DULUTH DENTAL GROUP CASH BALANCE PLANCashBalance$422K42025
001DULUTH DENTAL GROUP 401(K) PLAN401k$241K72025
Retirement plans
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