Frederick R. Cho, Dds, Apc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Frederick R. Cho, Dds, Apc
  • Sponsor EIN: 990271157
  • Sponsor Address: 235 N. SAN MATEO DRIVE, SUITE 400, SAN MATEO, CA, 94401
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $4.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$4.8M$57,322$30,500
202311$4.1M$49,936$31,200
20229$3.2M$52,413$27,000

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