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  2. KIM XUAN TRAN DDS, INC.
Sponsor portfolio

KIM XUAN TRAN DDS, INC.

EIN 83-3559887-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$510K assets
Welfare
0
Participants
7
1001 SNEATH LN. STE. # 211 - SAN BRUNO, CA 94066650-872-2080
Plans on this EIN
2 filings
#001401k-$419K - 5 part#002CashBalance-$91K - 2 part

Retirement portfolio analytics

2 plans aggregated / $510K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. RETIREMENT PLAN (#001)82%
  • DDS, INC. PENSION (#002)18%
Total $510KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)5
  • DDS, INC. PENSION (#002)2
Total 7Click 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#001

KIM XUAN TRAN DDS, INC. RETIREMENT PLAN

401k

Assets$419K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KIM XUAN TRAN DDS, INC. PENSION PLAN

CashBalance

Assets$91K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KIM XUAN TRAN DDS, INC. RETIREMENT PLAN401k$419K52025
002KIM XUAN TRAN DDS, INC. PENSION PLANCashBalance$91K22025
Retirement plans
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