ANDREW M. HSIEH AND LISA L. CHEN PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
87
/ 100
Grade A
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
55
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDREW M. HSIEH AND LISA L. CHEN.
Plan sponsor
Name
ANDREW M. HSIEH AND LISA L. CHEN
EIN
33-0536500
Address
3277 GRAND AVE., STE E · CHINO HILLS, CA · 91709
Phone
(909) 465-0909
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
