Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HELEN L. TAN, RPH, INC.
EIN 81-1694836medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
326 N. VERMONT AVE., STE. B - LOS ANGELES, CA 900043511323-668-1766LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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#002
HELEN L. TAN, RPH, INC. RETIREMENT PLAN
401k
Assets$694K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HELEN L. TAN, RPH, INC. PENSION PLAN
TraditionalDB
Assets$524K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HELEN L. TAN, RPH, INC. RETIREMENT PLAN | 401k | $694K | 5 | 2025 | |
| 001 | HELEN L. TAN, RPH, INC. PENSION PLAN | TraditionalDB | $524K | 2 | 2024 |
Retirement plans