AUMdb

Charlene R. Chan, D.D.S, Inc Profit Sharing Plan Of The Fidelity Retirement Plan

Sponsored by Charlene R. Chan, D.D.S, Inc · EIN 952652380 · Plan #004 · Sebastopol, CA

Total assets
Net assets
Active participants
3
With balances
5

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.