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Sponsor portfolio

TRAN MEDICAL CLINIC

EIN 77-0559904-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
2611 SENTER ROAD, SUITE 238 - SAN JOSE, CA 95111408-281-3889anhctranmd.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.5M - 6 part#002CashBalance-$807K - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CLINIC RETIREMENT PLAN (#001)76%
  • MEDICAL CLINIC PENSION (#002)24%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL CLINIC PENSION (#002)7
  • CLINIC RETIREMENT PLAN (#001)6
Total 13Click 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#001

TRAN MEDICAL CLINIC RETIREMENT PLAN

401k

Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRAN MEDICAL CLINIC PENSION PLAN

CashBalance

Assets$807K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRAN MEDICAL CLINIC RETIREMENT PLAN401k$2.5M62024
002TRAN MEDICAL CLINIC PENSION PLANCashBalance$807K72024
Retirement plans
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