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Sponsor portfolio

ANDY L. TIEU DDS, INC.

EIN 47-2727238-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$609K assets
Welfare
0
Participants
14
6790 TOP GUN STREET, SUITE #5 - SAN DIEGO, CA 92121
Plans on this EIN
2 filings
#002CashBalance-$369K - 6 part#001401k-$240K - 8 part

Retirement portfolio analytics

2 plans aggregated / $609K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN & TRUST (#002)61%
  • PLAN & TRUST (#001)39%
Total $609KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • PLAN & TRUST (#002)6
Total 14Click 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

ANDY L. TIEU DDS, INC. CASH BALANCE PLAN & TRUST

CashBalance

Assets$369K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANDY L. TIEU DDS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$240K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDY L. TIEU DDS, INC. CASH BALANCE PLAN & TRUSTCashBalance$369K62024
001ANDY L. TIEU DDS, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$240K82024
Retirement plans
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