How big is Sheila CHAN DDS PC's plan?

Sheila CHAN DDS PC's plan reported $202K in assets and 4 participants for 2024.

Original filing (PDF)20250707142710NAL0005983584003

Sheila CHAN DDS PC

Name: Sheila CHAN DDS PC — Sheila CHAN DDS PC 401(k) Plan, Form 5500 (2024)
Creator: Sheila CHAN DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheila CHAN DDS PC 401(k) Plan

401(k) retirement plan · Sheila CHAN DDS PC's Sheila CHAN DDS PC 401(k) Plan held $202K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

Plan identifiers

Sheila CHAN DDS PC's EIN is 83-1861773.

EIN 83-1861773

Plan number 001

Plan year 2024

ACK ID 20250707142710NAL0005983584003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheila CHAN DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheila CHAN DDS PC'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 SHEILA CHAN DDS PC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SHEILA CHAN DDS PC

EIN

all filings

Address

235 S CENTER RD · SAGINAW, MI · 48638

Phone

(989) 799-6250

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator