Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JIANGKAI CHEN, DDS
EIN 90-0781323medical practiceLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 30 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
JIANGKAI CHEN DDS DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JIANGKAI CHEN DDS PROFIT SHARING PLAN
401k
Assets$2.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JIANGKAI CHEN DDS DEFINED BENEFIT PLAN | TraditionalDB | $6.3M | 10 | 2024 | |
| 002 | JIANGKAI CHEN DDS PROFIT SHARING PLAN | 401k | $2.7M | 20 | 2024 |
Retirement plans