Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL TRAN, A DENTAL CORPORATION
EIN 82-1663258Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
21
4444 EL CAJON BLVD., STE. #4 - SAN DIEGO, CA 92115619-450-6721
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M 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#002
PAUL TRAN, A DENTAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PAUL TRAN, A DENTAL CORPORATION 401(K) PLAN
401k
Assets$475K
Participants13
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 | PAUL TRAN, A DENTAL CORPORATION CASH BALANCE PLAN | CashBalance | $2.5M | 8 | 2024 | |
| 001 | PAUL TRAN, A DENTAL CORPORATION 401(K) PLAN | 401k | $475K | 13 | 2024 |
Retirement plans