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Sponsor portfolio

NGUYEN & PHAM, LLC

EIN 81-3567096-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
38
1805 SHACKLEFORD CT., STE. 100 - NORCROSS, GA 30093770-685-7561npattorney.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$853K - 15 part#001401k-$386K - 23 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PHAM, LLC 401(K) (#001)31%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PHAM, LLC 401(K) (#001)23
  • CASH BALANCE PLAN (#002)15
Total 38Click 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#002

NGUYEN & PHAM, LLC CASH BALANCE PLAN

CashBalance

Assets$853K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NGUYEN & PHAM, LLC 401(K) PLAN

401k

Assets$386K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NGUYEN & PHAM, LLC CASH BALANCE PLANCashBalance$853K152024
001NGUYEN & PHAM, LLC 401(K) PLAN401k$386K232024
Retirement plans
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