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Sponsor portfolio

HENRY TSAI MD PC

EIN 88-2780695-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$932K assets
Welfare
0
Participants
6
18322 MANITOBA LN - HUNTINGTON BEACH, CA 926481423714-712-0843LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002TraditionalDB-$723K - 3 part#001401k-$209K - 3 part

Retirement portfolio analytics

2 plans aggregated / $932K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • DEFINED BENEFIT PENSION (#002)78%
  • RETIREMENT TRUST 401(K) (#001)22%
Total $932KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)3
  • RETIREMENT TRUST 401(K) (#001)3
Total 6Click 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#002

HENRY TSAI MD PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$723K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HENRY TSAI MD PC RETIREMENT TRUST 401(K) PLAN

401k

Assets$209K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HENRY TSAI MD PC DEFINED BENEFIT PENSION PLANTraditionalDB$723K32024
001HENRY TSAI MD PC RETIREMENT TRUST 401(K) PLAN401k$209K32024
Retirement plans
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