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  2. TIM TRUONG D.O., INC.
Sponsor portfolio

TIM TRUONG D.O., INC.

EIN 47-3224645-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$472K assets
Welfare
0
Participants
4
468 E. CALAVERAS BLVD., STE. C - MILPITAS, CA 95035408-608-4191
Plans on this EIN
2 filings
#001401k-$244K - 2 part#002CashBalance-$227K - 2 part

Retirement portfolio analytics

2 plans aggregated / $472K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • INC. RETIREMENT PLAN (#001)52%
  • D.O., INC. PENSION (#002)48%
Total $472KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)2
  • D.O., INC. PENSION (#002)2
Total 4Click 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

TIM TRUONG D.O., INC. RETIREMENT PLAN

401k

Assets$244K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TIM TRUONG D.O., INC. PENSION PLAN

CashBalance

Assets$227K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TIM TRUONG D.O., INC. RETIREMENT PLAN401k$244K22024
002TIM TRUONG D.O., INC. PENSION PLANCashBalance$227K22024
Retirement plans
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