Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS PHAN, D.D.S, INC. BERRYESSA ORAL SURGERY
EIN 26-3808292Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
30
2664 BERRYESSA ROAD, SUITE 106 - SAN JOSE, CA 95132408-729-9000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 30 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
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMAS PHAN, D.D.S, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants20
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 | THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.8M | 10 | 2024 | |
| 002 | THOMAS PHAN, D.D.S, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 20 | 2024 |
Retirement plans