Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHU & LIN
EIN 95-4082345Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
11
1016 FAIR OAKS AVE. - SOUTH PASADENA, CA 91030626-799-0852
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 11 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
CHU & LIN DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHU & LIN 401(K) PROFIT SHARING PLAN
401k
Assets$648K
Participants7
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 | CHU & LIN DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.7M | 4 | 2024 | |
| 002 | CHU & LIN 401(K) PROFIT SHARING PLAN | 401k | $648K | 7 | 2024 |
Retirement plans