Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REBECCA BICHVAN PHAN, M.D.
EIN 77-0308897medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
7
200 JOSE FIGUERES AVE., SUITE 370 - SAN JOSE, CA 95116408-929-9211LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 7 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#003
REBECCA BICHVAN PHAN, M.D. PENSION PLAN
TraditionalDB
Assets$3.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
REBECCA BICHVAN PHAN, M.D. RETIREMENT PLAN
401k
Assets$983K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | REBECCA BICHVAN PHAN, M.D. PENSION PLAN | TraditionalDB | $3.6M | 3 | 2024 | |
| 004 | REBECCA BICHVAN PHAN, M.D. RETIREMENT PLAN | 401k | $983K | 4 | 2024 |
Retirement plans