Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL E. TRAN, DDS, MS, PSC
EIN 83-0344214Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
54
302 MIDDLETOWN PARK PLACE - LOUISVILLE, KY 40243502-245-8726
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 54 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
PAUL E. TRAN, DDS, MS, PSC 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL E. TRAN, DDS, MS, PSC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.5M
Participants28
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 | PAUL E. TRAN, DDS, MS, PSC 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 26 | 2024 | |
| 002 | PAUL E. TRAN, DDS, MS, PSC CASH BALANCE PENSION PLAN | CashBalance | $3.5M | 28 | 2024 |
Retirement plans