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Sponsor portfolio

CUONG C.C. HO, D.D.S., A P.D.C.

EIN 45-4315789-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$566K assets
Welfare
0
Participants
19
156 WEST PORTAL AVENUE, SUITE C - SAN FRANCISCO, CA 94127415-564-2200
Plans on this EIN
2 filings
#002CashBalance-$424K - 8 part#001401k-$142K - 11 part

Retirement portfolio analytics

2 plans aggregated / $566K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • PROFIT SHARING 401(K) (#001)25%
Total $566KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)11
  • CASH BALANCE PLAN (#002)8
Total 19Click 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

CUONG C.C. HO, D.D.S., A P.D.C. CASH BALANCE PLAN

CashBalance

Assets$424K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CUONG C.C. HO, D.D.S., A P.D.C. PROFIT SHARING 401(K) PLAN

401k

Assets$142K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CUONG C.C. HO, D.D.S., A P.D.C. CASH BALANCE PLANCashBalance$424K82024
001CUONG C.C. HO, D.D.S., A P.D.C. PROFIT SHARING 401(K) PLAN401k$142K112024
Retirement plans
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