Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES TRUONG O.D., INC.
EIN 46-1145046Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$841K assets
Welfare
0
Participants
5
11075 WARNER AVENUE - FOUNTAIN VALLEY, CA 92708714-418-9607
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $841K assets / 5 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#002
JAMES TRUONG, O.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$550K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES TRUONG, O.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$291K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES TRUONG, O.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $550K | 2 | 2025 | |
| 001 | JAMES TRUONG, O.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $291K | 3 | 2025 |
Retirement plans