Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
JEANETTE TAN, M.D., P.A.
EIN 74-2919038medical practiceLatest filing 2025
Plans
3
Retirement
3
$10.2M assets
Welfare
0
Participants
63
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.2M assets / 63 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#001
JEANETTE TAN, M.D., P.A. 401(K) PLAN & TRUST
401k
Assets$6.2M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JEANETTE TAN, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$2.8M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
JEANETTE TAN, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEANETTE TAN, M.D., P.A. 401(K) PLAN & TRUST | 401k | $6.2M | 11 | 2025 | |
| 002 | JEANETTE TAN, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $2.8M | 26 | 2024 | |
| 003 | JEANETTE TAN, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.3M | 26 | 2024 |
Retirement plans