CHARLIE CHEN, M.D. 401(k) Plan
What public Form 5500 filings show about the CHARLIE CHEN, M.D. 401(k) plan — and how to find and check your own account.
The CHARLIE CHEN, M.D. 401(k) on its latest Form 5500
CHARLIE CHEN, M.D. (EIN 83-4434341) reports CHARLIE CHEN, M.D. 401(K) PLAN on its most recent Form 5500, with $153K in plan assets across 16 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CHARLIE CHEN, M.D. filing — schedules, fees, and providers.
Who runs the CHARLIE CHEN, M.D. 401(k)?
CHARLIE CHEN, M.D.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CHARLIE CHEN, M.D.HR for the recordkeeper’s name and login.
How to check your CHARLIE CHEN, M.D. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CHARLIE CHEN, M.D. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).