Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
SUSAN T. NGUYEN, DDS, MSD, APDC
EIN 56-2561323Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
10
345 F STREET, SUITE 240 - CHULA VISTA, CA 91910
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 10 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
SUSAN T. NGUYEN, DDS, MSD, APDC DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUSAN T. NGUYEN, DDS, MSD, APDC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$842K
Participants6
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 | SUSAN T. NGUYEN, DDS, MSD, APDC DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $1.9M | 4 | 2024 | |
| 001 | SUSAN T. NGUYEN, DDS, MSD, APDC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $842K | 6 | 2024 |
Retirement plans