How big is Trevor CHEN DDS Inc.'s plan?

Trevor CHEN DDS Inc.'s plan reported $61K in assets and 8 participants for 2024.

Original filing (PDF)20250721111756NAL0001128177001

Trevor CHEN DDS Inc.

Name: Trevor CHEN DDS Inc. — Trevor CHEN DDS Inc. 401(k), Form 5500 (2024)
Creator: Trevor CHEN DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trevor CHEN DDS Inc. 401(k) Plan

401(k) retirement plan · Trevor CHEN DDS Inc.'s Trevor CHEN DDS Inc. 401(k) Plan held $61K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Shirley Horner signed Trevor CHEN DDS Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Trevor CHEN DDS Inc.'s EIN is 92-2159826.

EIN 92-2159826

Plan number 001

Plan year 2024

ACK ID 20250721111756NAL0001128177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trevor CHEN DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trevor CHEN DDS Inc.'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 TREVOR CHEN DDS INC.

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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