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  2. DR. ROGER L. NGUYEN, A CORPORATION
Sponsor portfolio

DR. ROGER L. NGUYEN, A CORPORATION

EIN 46-1793331-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
9746 WESTMINSTER AVE STE A - GARDEN GROVE, CA 928442984714-638-4433
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001ProfitSharing-$180K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click 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. ROGER L. NGUYEN, A CORPORATION CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR. ROGER L. NGUYEN, A CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$180K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. ROGER L. NGUYEN, A CORPORATION CASH BALANCE PLANCashBalance$1.1M52024
001DR. ROGER L. NGUYEN, A CORPORATION PROFIT SHARING PLANProfitSharing$180K112024
Retirement plans
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