Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SON NGUYEN, D.D.S., INC.
EIN 27-1212997medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
83
9039 BOLSA AVE STE 116 - WESTMINSTER, CA 926835593714-379-2560LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 83 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
SON NGUYEN, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SON NGUYEN, D.D.S., INC. PENSION PLAN
TraditionalDB
Assets$739K
Participants42
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 | SON NGUYEN, D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 41 | 2025 | |
| 002 | SON NGUYEN, D.D.S., INC. PENSION PLAN | TraditionalDB | $739K | 42 | 2025 |
Retirement plans