Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SU-WEN CHANG, DDS, PC
EIN 90-9242393medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
5340 EAST BROADWAY BLVD., SUITE 150 - TUCSON, AZ 85711520-748-8186drchangdentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SU-WEN CHANG, DDS CASH BALANCE PLAN
CashBalance
Assets$699K
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 | SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 5 | 2025 | |
| 002 | SU-WEN CHANG, DDS CASH BALANCE PLAN | CashBalance | $699K | 3 | 2025 |
Retirement plans