PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HUONG TRAN QUY, INC.
Sponsor portfolio

HUONG TRAN QUY, INC.

EIN 46-2314450-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
19
7855 WESTMINSTER BLVD - WESTMINSTER, CA 92683714-531-5754LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.1M - 12 part#002TraditionalDB-$997K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • DEFINED BENEFIT PENSION (#002)48%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • DEFINED BENEFIT PENSION (#002)7
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#001

HUONG TRAN QUY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HUONG TRAN QUY, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$997K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HUONG TRAN QUY, INC. 401(K) PROFIT SHARING PLAN401k$1.1M122025
002HUONG TRAN QUY, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$997K72025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica