Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID S. HAN, DDS, INC.
EIN 26-3845875medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
19
4200 CHINO HILLS PKWY, SUITE #355 - CHINO HILLS, CA 91709909-597-1770doctorhahn.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 19 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#002
DAVID S. HAN, DDS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVID S. HAN, DDS, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVID S. HAN, DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 7 | 2025 | |
| 001 | DAVID S. HAN, DDS, INC. 401(K) & PROFIT SHARING PLAN | 401k | $1.1M | 12 | 2025 |
Retirement plans