How big is Timothy CHEN Advisors LLC's plan?

Timothy CHEN Advisors LLC's plan reported $104K in assets and 2 participants for 2025.

Original filing (PDF)20260501220419NAL0001171267068

Timothy CHEN Advisors LLC

Name: Timothy CHEN Advisors LLC — Timothy CHEN Advisors, Form 5500 (2025)
Creator: Timothy CHEN Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timothy CHEN Advisors LLC 401(k) Plan

401(k) retirement plan · Timothy CHEN Advisors LLC's Timothy CHEN Advisors LLC 401(k) Plan held $104K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Elantha Barry signed Timothy CHEN Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Timothy CHEN Advisors LLC's EIN is 92-1656371.

EIN 92-1656371

Plan number 001

Plan year 2025

ACK ID 20260501220419NAL0001171267068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Timothy CHEN Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Timothy CHEN Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMOTHY CHEN ADVISORS LLC.

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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