Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAWNA PHAN & MINDY PHAN, A PROFESSIONAL DENTAL CORP.
EIN 20-2873992Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$999K assets
Welfare
0
Participants
22
12042 BROOKHURST STREET - GARDEN GROVE, CA 92840714-539-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $999K assets / 22 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
OC TOOTH FAIRY DENTAL DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$806K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OC TOOTH FAIRY DENTAL 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$193K
Participants10
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 | OC TOOTH FAIRY DENTAL DEFINED BENEFIT PENSION PLAN | TraditionalDB | $806K | 12 | 2025 | |
| 002 | OC TOOTH FAIRY DENTAL 401(K) PROFIT SHARING PLAN | ProfitSharing | $193K | 10 | 2024 |
Retirement plans