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  2. HIEU D. PHAM, DDS, MD
Sponsor portfolio

HIEU D. PHAM, DDS, MD

EIN 43-2085345-medical practice-Latest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
14
990 W. FREMONT AVE, SUITE V - SUNNYVALE, CA 94087415-244-3817LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$6.5M - 7 part#001401k-$526K - 7 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN & TRUST (#002)93%
  • PLAN & TRUST (#001)7%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)7
  • PLAN & TRUST (#001)7
Total 14Click 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

DR. PHAM DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$6.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR. PHAM 401(K) PLAN & TRUST

401k

Assets$526K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. PHAM DEFINED BENEFIT PLAN & TRUSTTraditionalDB$6.5M72024
001DR. PHAM 401(K) PLAN & TRUST401k$526K72024
Retirement plans
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