Original filing (PDF)20250913103150NAL0001219715001

CHEN AND GUO LLC

Name: CHEN AND GUO LLC — CHEN AND GUO LLC 401(K) PLAN, Form 5500 (2024)
Creator: CHEN AND GUO LLC

Form 5500-SF

FILING_RECEIVED

CHEN AND GUO LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEN AND GUO LLC.

Plan sponsor

Name

CHEN AND GUO LLC

EIN

27-3789533

Address

2726 MONTELLANO AVE · HACIENDA HEIGHTS, CA · 917454404

Phone

(626) 636-0063

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-13

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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