How big is CHEN Financial Group, LLC's plan?

CHEN Financial Group, LLC's plan reported $815K in assets and 3 participants for 2024.

Original filing (PDF)20250710144931NAL0009323248001

CHEN Financial Group, LLC

Name: CHEN Financial Group, LLC — CHEN Financial Group, Form 5500 (2024)
Creator: CHEN Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHEN Financial Group, LLC 401(k) Plan

401(k) retirement plan · CHEN Financial Group, LLC's CHEN Financial Group, LLC 401(k) Plan held $815K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

Curtis S CHEN signed CHEN Financial Group, LLC's 2024 Form 5500 as plan administrator.

Curtis S CHEN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CHEN Financial Group, LLC's EIN is 20-1152656.

EIN 20-1152656

Plan number 001

Plan year 2024

ACK ID 20250710144931NAL0009323248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHEN Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHEN Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHEN FINANCIAL GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score