Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
SON THANH LE, MD INC.
EIN 20-1662616medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
9
8887 WESTMINISTER AVE. - GARDEN GROVE, CA 928442608714-698-3880LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 9 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
SON T LE MD DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$9.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SON THANH LE, MD INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants5
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 | SON T LE MD DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $9.0M | 4 | 2024 | |
| 002 | SON THANH LE, MD INC. PROFIT SHARING PLAN | ProfitSharing | $1.5M | 5 | 2025 |
Retirement plans