Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH T. FAN, M.D., INC.
EIN 77-0591065medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
21
500 N. GARFIELD AVE., SUITE 107 - MONTEREY PARK, CA 91754714-585-9022LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 21 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
JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JOSEPH T. FAN, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$58K
Participants16
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 | JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 5 | 2024 | |
| 004 | JOSEPH T. FAN, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $58K | 16 | 2024 |
Retirement plans