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Sponsor portfolio

DUKE TRINH KHUU

EIN 27-1328384-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
35
889 CASTRO STREET - MOUNTAIN VIEW, CA 94041650-969-5488LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.8M - 21 part#001401k-$1.6M - 14 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN & TRUST (#002)64%
  • TRINH KHUU 401(K) (#001)36%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)21
  • TRINH KHUU 401(K) (#001)14
Total 35Click 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#002

DUKE TRINH KHUU DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DUKE TRINH KHUU 401(K) PLAN

401k

Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DUKE TRINH KHUU DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.8M212024
001DUKE TRINH KHUU 401(K) PLAN401k$1.6M142024
Retirement plans
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