Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN KHOA-TRAN LE, M.D., INC.
EIN 47-1962487medical practiceLatest filing 2025
Plans
3
Retirement
3
$1.8M assets
Welfare
0
Participants
7
11100 WARNER AVE STE 114 - FOUNTAIN VALLEY, CA 92708714-486-4895LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.8M assets / 7 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
STEVEN KHOA-TRAN LE, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$920K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN KHOA-TRAN LE, MD, INC 401(K) P/S PLAN
401k
Assets$699K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STEVEN KHOA-TRAN LE, M.D., INC. CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$225K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVEN KHOA-TRAN LE, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $920K | 4 | 2024 | |
| 001 | STEVEN KHOA-TRAN LE, MD, INC 401(K) P/S PLAN | 401k | $699K | 1 | 2025 | |
| 003 | STEVEN KHOA-TRAN LE, M.D., INC. CASH BALANCE RETIREMENT PLAN | CashBalance | $225K | 2 | 2025 |
Retirement plans