What public Form 5500 filings show about the Phillip M. CHEN PS 401(k) plan — and how to find and check your own account.
Phillip M. CHEN PS (EIN 91-1497377) reports ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $931K in plan assets across 6 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 Phillip M. CHEN PS filing — schedules, fees, and providers.
Phillip M. CHEN PS’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 Phillip M. CHEN PSHR for the recordkeeper’s name and login.
