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  2. TERRISA S. HA, M.D., INC.
Sponsor portfolio

TERRISA S. HA, M.D., INC.

EIN 45-1283453-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
15
5451 LA PALMA AVENUE, SUITE 49 - LA PALMA, CA 90623714-736-9918drterrisa.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002TraditionalDB-$2.3M - 4 part#001401k-$1.1M - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • DEFINED BENEFIT PENSION (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • DEFINED BENEFIT PENSION (#002)4
Total 15Click 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

TERRISA S. HA, M.D., INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

TERRISA S. HA, M.D., INC 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TERRISA S. HA, M.D., INC. DEFINED BENEFIT PENSION PLANTraditionalDB$2.3M42024
001TERRISA S. HA, M.D., INC 401(K) PROFIT SHARING PLAN401k$1.1M112025
Retirement plans
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