Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINA THAN, OD, INC.
EIN 30-0432935Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$226K assets
Welfare
0
Participants
4
9842 BOLSA AVE, STE 104 - WESTMINSTER, CA 92683510-847-7573
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $226K assets / 4 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
LINA THAN, OD, INC. CASH BALANCE PLAN
CashBalance
Assets$213K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINA THAN, OD, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$13K
Participants2
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 | LINA THAN, OD, INC. CASH BALANCE PLAN | CashBalance | $213K | 2 | 2024 | |
| 002 | LINA THAN, OD, INC. PROFIT SHARING PLAN | ProfitSharing | $13K | 2 | 2024 |
Retirement plans