Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
XUAN T. PHAM OD A PROFESSIONAL CORPORATION
EIN 82-1236377Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$486K assets
Welfare
0
Participants
4
6176 BOLLINGER ROAD - SAN JOSE, CA 95129408-625-7466
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $486K assets / 4 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#001
XUAN T. PHAM OD APC PENSION PLAN
CashBalance
Assets$310K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
XUAN T. PHAM OD APC RETIREMENT PLAN
401k
Assets$176K
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 | |
|---|---|---|---|---|---|---|
| 001 | XUAN T. PHAM OD APC PENSION PLAN | CashBalance | $310K | 2 | 2025 | |
| 002 | XUAN T. PHAM OD APC RETIREMENT PLAN | 401k | $176K | 2 | 2025 |
Retirement plans