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  1. Companies/
  2. Lisa L. Tran, CFP

Filings through Oct 24, 2026.

Lisa L. Tran, CFP

EIN 20-3858031-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$368K assets
Health & Benefits
0
Participants
3
160 NORTH RIVERVIEW DRIVE #100 - ANAHEIM, CA 92808949-863-5980
Plans on this EIN
1 filing
#001401(k)-$368K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

TEAM TRAN 401(K) PLAN

401(k)

Assets$368K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TEAM TRAN 401(K) PLAN401(k)$368K32025
  • TEAM TRAN 401(K) PLAN$368K
    #001 · 401(k) · 20253
Retirement plans
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