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Sponsor portfolio

JEFF PAN, MD, PC

EIN 20-4767928-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
14
1101 AMBOY AVE - EDISON, NJ 088372856732-205-9110LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.6M - 8 part#002CashBalance-$2.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401K SHARING PLAN (#001)51%
  • PAN PENSION TRUST (#002)49%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K SHARING PLAN (#001)8
  • PAN PENSION TRUST (#002)6
Total 14Click 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#001

JEFF PAN, MD, PC 401K SHARING PLAN

401k

Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PAN PENSION TRUST

CashBalance

Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEFF PAN, MD, PC 401K SHARING PLAN401k$2.6M82025
002PAN PENSION TRUSTCashBalance$2.6M62025
Retirement plans
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