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Sponsor portfolio

DANNY FONG, MD PC

EIN 13-3917148-medical practice-Latest filing 2024
Plans
3
Retirement
2
$4.9M assets
Welfare
1
Participants
17
254 CANAL ST., RM 5001 - NEW YORK, NY 100133501212-343-9009dannyfongmdpc.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#003TraditionalDB-$3.7M - 4 part#004401k-$1.2M - 9 part#003Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#003)76%
  • PLAN AND TRUST (#004)24%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)9
  • PLAN AND TRUST (#003)4
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DANNY FONG MD PC DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$3.7M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

DANNY FONG MD 401(K) PLAN AND TRUST

401k

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#003

DANNY FONG MD PC DEFINED BENEFIT PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DANNY FONG MD PC DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$3.7M42024
004DANNY FONG MD 401(K) PLAN AND TRUST401k$1.2M92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
003DANNY FONG MD PC DEFINED BENEFIT PLAN AND TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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