Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HY PHUNG NGO, INC.
EIN 01-0579845medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
38
625 E VALLEY BLVD. UNIT H, I - SAN GABRIEL, CA 91776626-237-0135LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HY PHUNG NGO, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$2.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HY PHUNG NGO, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HY PHUNG NGO, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $2.3M | 25 | 2024 | |
| 002 | HY PHUNG NGO, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 13 | 2024 |
Retirement plans