PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LEE & NGUYEN DENTAL PARTNERSHIP
Sponsor portfolio

LEE & NGUYEN DENTAL PARTNERSHIP

EIN 47-4585635-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
42
9 CORPORATE PARK, SUITE 200 - IRVINE, CA 92606949-262-9567
Plans on this EIN
2 filings
#002401k-$1.5M - 30 part#003CashBalance-$502K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DENTAL PARTNERSHIP 401(K) (#002)75%
  • CASH BALANCE PLAN (#003)25%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTAL PARTNERSHIP 401(K) (#002)30
  • CASH BALANCE PLAN (#003)12
Total 42Click 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

LEE & NGUYEN DENTAL PARTNERSHIP 401(K) PLAN

401k

Assets$1.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEE & NGUYEN DENTAL PARTNERSHIP CASH BALANCE PLAN

CashBalance

Assets$502K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEE & NGUYEN DENTAL PARTNERSHIP 401(K) PLAN401k$1.5M302025
003LEE & NGUYEN DENTAL PARTNERSHIP CASH BALANCE PLANCashBalance$502K122025
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