Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAO T. NGUYEN, DDS, PC
EIN 51-0633058Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$600K assets
Welfare
0
Participants
17
9010 LORTON STATION BLVD STE 200 - LORTON, VA 22079703-339-3898
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $600K assets / 17 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
DAO T. NGUYEN, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$308K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAO T NGUYEN DDS PC PROFIT SHARING PLAN
ProfitSharing
Assets$292K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAO T. NGUYEN, DDS, PC CASH BALANCE PLAN | CashBalance | $308K | 6 | 2024 | |
| 001 | DAO T NGUYEN DDS PC PROFIT SHARING PLAN | ProfitSharing | $292K | 11 | 2024 |
Retirement plans