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  2. THAO NGUYEN TRAN, MD SC
Sponsor portfolio

THAO NGUYEN TRAN, MD SC

EIN 46-4160460-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
872 S. MILWAUKEE AVENUE, SUITE 188 - LIBERTYVILLE, IL 60048847-457-3688
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 6 part#001401k-$547K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • MD SC 401(K) (#001)25%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD SC 401(K) (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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

THAO NGUYEN TRAN, MD SC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THAO NGUYEN TRAN, MD SC 401(K) PLAN

401k

Assets$547K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THAO NGUYEN TRAN, MD SC CASH BALANCE PLANCashBalance$1.6M62024
001THAO NGUYEN TRAN, MD SC 401(K) PLAN401k$547K72024
Retirement plans
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