Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERIC S.P. CHAN, M.D., INC.
EIN 95-4867838Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
4
600 N. GARFIELD AVE., STE. 312 - MONTEREY PARK, CA 91754626-927-0874
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 4 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
ERIC S.P. CHAN, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ERIC S.P. CHAN, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$23K
Participants2
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 | ERIC S.P. CHAN, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 2 | 2024 | |
| 002 | ERIC S.P. CHAN, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $23K | 2 | 2024 |
Retirement plans