Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNIE SHU & MICHAEL CHU
EIN 95-4834435Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
1202 EL MONTE AVE. - ARCADIA, CA 91007626-445-1278
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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#002
ANNIE SHU & MICHAEL CHU 401(K) PLAN
401k
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANNIE SHU & MICHAEL CHU DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANNIE SHU & MICHAEL CHU 401(K) PLAN | 401k | $1.3M | 4 | 2024 | |
| 001 | ANNIE SHU & MICHAEL CHU DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4K | 4 | 2025 |
Retirement plans