Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TUAN A TRAN, DDS, INC
EIN 33-0826422medical practiceLatest filing 2024
Plans
2
Retirement
2
$878K assets
Welfare
0
Participants
8
5933 CORONADO LN, SUITE 205 - PLEASANTON, CA 94588925-699-4535LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $878K assets / 8 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
TUAN A TRAN, DDS, INC PENSION PLAN & TRUST
TraditionalDB
Assets$829K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TUAN A TRAN DDS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$48K
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 | TUAN A TRAN, DDS, INC PENSION PLAN & TRUST | TraditionalDB | $829K | 4 | 2024 | |
| 002 | TUAN A TRAN DDS, INC. PROFIT SHARING PLAN | ProfitSharing | $48K | 4 | 2024 |
Retirement plans