Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIM TANG, M.D., INC.
EIN 26-1541929individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
72
23832 ROCKFIELD BLVD., SUITE 210 - LAKE FOREST, CA 92630949-770-8115LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 72 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
KIM TANG MD, INC. RETIREMENT PLAN
401k
Assets$1.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIM TANG MD, INC. PENSION PLAN
CashBalance
Assets$1.0M
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 | KIM TANG MD, INC. RETIREMENT PLAN | 401k | $1.4M | 43 | 2025 | |
| 002 | KIM TANG MD, INC. PENSION PLAN | CashBalance | $1.0M | 29 | 2024 |
Retirement plans