Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ISAAC J. CHEN, D.D.S. INC.
EIN 95-4559357Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
25
2071 S ATLANTIC BLVD F - MONTEREY PARK, CA 91754323-260-7878
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 25 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#003
ISAAC J. CHEN, D.D.S. INC. RETIREMENT PLAN
401k
Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN
TraditionalDB
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ISAAC J. CHEN, D.D.S. INC. RETIREMENT PLAN | 401k | $1.6M | 15 | 2025 | |
| 004 | ISAAC J. CHEN, D.D.S. INC. PENSION PLAN | TraditionalDB | $1.3M | 10 | 2025 |
Retirement plans