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Sponsor portfolio

KEVIN KHAI TIEU, MD, PC

EIN 41-2211157-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
20
16543 BROOKHURST STREET - FOUNTAIN VALLEY, CA 92708714-418-9749
Plans on this EIN
2 filings
#002CashBalance-$771K - 9 part#001401k-$594K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • TIEU OFFICE 401(K) (#001)43%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TIEU OFFICE 401(K) (#001)11
  • CASH BALANCE PLAN (#002)9
Total 20Click 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

TIEU OFFICE CASH BALANCE PLAN

CashBalance

Assets$771K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TIEU OFFICE 401(K) PLAN

401k

Assets$594K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TIEU OFFICE CASH BALANCE PLANCashBalance$771K92024
001TIEU OFFICE 401(K) PLAN401k$594K112024
Retirement plans
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