How big is WAN QIU CHEN, SOLE PROP DBA Ivyclimbing's plan?

WAN QIU CHEN, SOLE PROP DBA Ivyclimbing's plan reported $808K in assets and 2 participants for 2024.

Original filing (PDF)20251015115804NAL0002252931001

WAN QIU CHEN, SOLE PROP DBA Ivyclimbing

Name: WAN QIU CHEN, SOLE PROP DBA Ivyclimbing — Form 5500 Plan 001 (2024)
Creator: WAN QIU CHEN, SOLE PROP DBA Ivyclimbing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WAN QIU CHEN, SOLE PROP DBA Ivyclimbing 401(k) Plan

401(k) retirement plan · WAN QIU CHEN, SOLE PROP DBA Ivyclimbing's WAN QIU CHEN, SOLE PROP DBA Ivyclimbing 401(k) Plan held $808K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$808K

Net assets (EOY)

$808K

Plan identifiers

WAN QIU CHEN, SOLE PROP DBA Ivyclimbing's EIN is 45-2430199.

EIN 45-2430199

Plan number 001

Plan year 2024

ACK ID 20251015115804NAL0002252931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WAN QIU CHEN, SOLE PROP DBA Ivyclimbing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WAN QIU CHEN, SOLE PROP DBA Ivyclimbing'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 WAN QIU CHEN, SOLE PROP DBA IVYCLIMBING.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WAN QIU CHEN, SOLE PROP DBA IVYCLIMBING

EIN

all filings

Address

1294 KIFER ROAD, SUITE 710 · SUNNYVALE, CA · 94086

Phone

(408) 930-0148

Industry

Educational Services

Plan administrator