CHAN & LO CPAS, AN ACCOUNTANCY CORPORATION RETIREMENT PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
8
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score
95
/ 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
84
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAN & LO CPAS, AN ACCOUNTANCY CORPORATION.
Plan sponsor
Name
CHAN & LO CPAS, AN ACCOUNTANCY CORPORATION
EIN
95-4614930
Address
17800 CASTLETON STREET., STE# 363 · CITY OF INDUSTRY, CA · 91748
Phone
(626) 581-8833
Industry
CPA Offices· Professional & Technical Servicessee all
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
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
