Original filing (PDF)20251010124642NAL0008177025001

EVELYN CHAN, DDS, INC.

Name: EVELYN CHAN, DDS, INC. — EVELYN CHAN, DDS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: EVELYN CHAN, DDS, INC.

Form 5500-SF

FILING_RECEIVED

EVELYN CHAN, DDS, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVELYN CHAN, DDS, INC..

Plan sponsor

Name

EVELYN CHAN, DDS, INC.

EIN

45-5300245

Address

10111 ADAMS AVE., SUITE 111 · HUNTINGTON BEACH, CA · 92646

Phone

(714) 963-3555

Industry