Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
DENNIS H. PHAM, DDS, A DENTAL CORP.
EIN 81-3062873Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$211K assets
Welfare
0
Participants
8
47875 CALEO BAY, SUITE A101 - LA QUINTA, CA 92253760-564-1300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $211K assets / 8 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
DENNIS H. PHAM, DDS CASH BALANCE PLAN
CashBalance
Assets$170K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DENNIS H. PHAM, DDS, 401(K) PLAN
401k
Assets$41K
Participants6
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 | DENNIS H. PHAM, DDS CASH BALANCE PLAN | CashBalance | $170K | 2 | 2024 | |
| 001 | DENNIS H. PHAM, DDS, 401(K) PLAN | 401k | $41K | 6 | 2024 |
Retirement plans