Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNY PHAN, INC. DBA LT CNC MACHINING
EIN 26-2554234ManufacturingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
29
7945 SILVERTON AVENUE, STE. 1103 - SAN DIEGO, CA 92126858-586-7705
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 29 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
KENNY PHAN, INC. DBA LT CNC MACHINING PROFIT SHARING PLAN
ProfitSharing
Assets$809K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KENNY PHAN, INC. DBA LT CNC MACHINING CASH BALANCE PLAN
CashBalance
Assets$467K
Participants13
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 | KENNY PHAN, INC. DBA LT CNC MACHINING PROFIT SHARING PLAN | ProfitSharing | $809K | 16 | 2024 | |
| 002 | KENNY PHAN, INC. DBA LT CNC MACHINING CASH BALANCE PLAN | CashBalance | $467K | 13 | 2024 |
Retirement plans