Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOA NGUYEN, M.D., INC.
EIN 33-0540908medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
9
5835 WESTMINSTER BLVD., SUITE A - WESTMINSTER, CA 92683714-898-9770LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 9 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
HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$3.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants4
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 | HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $3.3M | 5 | 2025 | |
| 003 | HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 4 | 2025 |
Retirement plans