Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEM PHAM DDS, A DENTAL CORPORATION
EIN 92-1718710Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
12630 MONTE VISTA ROAD, NO. 101 - POWAY, CA 92064858-395-9295
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 16 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
DR. GEM PHAM, D.D.S. CASH BALANCE PLAN CASH BALANCE PLAN
CashBalance
Assets$791K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. GEM PHAM, D.D.S. 401(K) PLAN
401k
Assets$393K
Participants8
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 | DR. GEM PHAM, D.D.S. CASH BALANCE PLAN CASH BALANCE PLAN | CashBalance | $791K | 8 | 2024 | |
| 001 | DR. GEM PHAM, D.D.S. 401(K) PLAN | 401k | $393K | 8 | 2024 |
Retirement plans