Original filing (PDF)20250914131506NAL0000239795001

LISA CHAN, MD, PA

Name: LISA CHAN, MD, PA — LISA CHAN MD P a Trusteed Money, Form 5500 (2024)
Creator: LISA CHAN, MD, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA CHAN MD P a Trusteed Money Purchase Plan

Defined-contribution retirement plan · LISA CHAN, MD, PA's LISA CHAN MD P a Trusteed Money Purchase Plan held $2.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LISA CHAN, MD, PA

EIN

76-0581270all filings

Address

19203 N FRIO RIVER CIRCLE · CYPRESS, TX · 774330027

Phone

(832) 567-9078

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