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  2. LOAN MAI NGUYEN, D.D.S.
Sponsor portfolio

LOAN MAI NGUYEN, D.D.S.

EIN 77-0265578-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
16
7006 HOLLOW LAKE WAY - SAN JOSE, CA 95120408-270-3333LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.4M - 7 part#001401k-$890K - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PENSION (#002)79%
  • NGUYEN, D.D.S. 401(K) (#001)21%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NGUYEN, D.D.S. 401(K) (#001)9
  • DEFINED BENEFIT PENSION (#002)7
Total 16Click 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

LOAN MAI NGUYEN, D.D.S. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOAN MAI NGUYEN, D.D.S. 401(K) PLAN

401k

Assets$890K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOAN MAI NGUYEN, D.D.S. DEFINED BENEFIT PENSION PLANTraditionalDB$3.4M72024
001LOAN MAI NGUYEN, D.D.S. 401(K) PLAN401k$890K92024
Retirement plans
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