Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KIM XUAN TRAN DDS, INC. RETIREMENT PLAN | 401k | $419K | 5 | 2025 | |
| 002 | KIM XUAN TRAN DDS, INC. PENSION PLAN | CashBalance | $91K | 2 | 2025 |