How big is Dennis Cheng's plan?

Dennis Cheng's plan reported $6.9M in assets and 6 participants for 2024.

Original filing (PDF)20250930105424NAL0012156865001

Dennis Cheng

Name: Dennis Cheng — Dennis Cheng Retirement Plan, Form 5500 (2024)
Creator: Dennis Cheng
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dennis Cheng Retirement Plan

401(k) retirement plan · Dennis Cheng's Dennis Cheng Retirement Plan held $6.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Dennis Cheng's EIN is 95-4299983.

EIN 95-4299983

Plan number 001

Plan year 2024

ACK ID 20250930105424NAL0012156865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dennis Cheng from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dennis Cheng's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENNIS CHENG.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

DENNIS CHENG

EIN

all filings

Address

2240 YUCCA AVE. · FULLERTON, CA · 92835

Phone

(626) 839-1800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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