Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNIE N. PHAM, DDS, INC.
EIN 20-1924036Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
60
1364 EL CAMINO REAL - SANTA CLARA, CA 95050408-655-4873
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 60 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
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants29
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 | ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 31 | 2025 | |
| 002 | ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 29 | 2025 |
Retirement plans