BUNCHEN R. FAN & JENNIFER L. SHIH. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score
91
/ 100
Grade A
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
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNCHEN R. FAN & JENNIFER L. SHIH.
Plan sponsor
Name
BUNCHEN R. FAN & JENNIFER L. SHIH
EIN
95-4528549
Address
2800 SHAKESPEARE DR · SAN MARINO, CA · 911082229
Phone
(626) 285-2477
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
