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Sponsor portfolio

TRUNG D BUI MD

EIN 27-2658794-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
13
2220 LYNN ROAD, SUITE #102 - THOUSAND OAKS, CA 91360714-814-0774
Plans on this EIN
2 filings
#001TraditionalDB-$2.2M - 8 part#002401k-$499K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PLAN (#001)81%
  • D. BUI 401(K) (#002)19%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)8
  • D. BUI 401(K) (#002)5
Total 13Click 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

TRUNG D BUI MD DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRUNG D. BUI 401(K) PLAN

401k

Assets$499K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRUNG D BUI MD DEFINED BENEFIT PLANTraditionalDB$2.2M82024
002TRUNG D. BUI 401(K) PLAN401k$499K52024
Retirement plans
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