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  2. QUYNH TAN DDS, MS, PLLC
Sponsor portfolio

QUYNH TAN DDS, MS, PLLC

EIN 27-0251292-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
19875 SOUTHWEST FREEWAY, SUITE 250 - SUGAR LAND, TX 77479281-937-7633
Plans on this EIN
2 filings
#001CashBalance-$1.3M - 5 part#002401k-$434K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#001)75%
  • MS, PLLC 401(K) (#002)25%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MS, PLLC 401(K) (#002)7
  • CASH BALANCE PLAN (#001)5
Total 12Click 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

QUYNH TAN DDS, MS, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUYNH TAN DDS, MS, PLLC 401(K) PLAN

401k

Assets$434K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QUYNH TAN DDS, MS, PLLC CASH BALANCE PLANCashBalance$1.3M52024
002QUYNH TAN DDS, MS, PLLC 401(K) PLAN401k$434K72024
Retirement plans
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