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Sponsor portfolio

DUC MARCEL NGUYEN MD

EIN 94-3093340-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
12
39 BIRCH STREET SUITE A - REDWOOD CITY, CA 94062650-365-5996LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$2.5M - 3 part#001401k-$2.2M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFINED BENEFIT PENSION (#003)53%
  • PROFIT SHARING PLAN (#001)47%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • DEFINED BENEFIT PENSION (#003)3
Total 12Click 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#003

DUC M NGUYEN MD DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DUC MARCEL NGUYEN MD 401K PROFIT SHARING PLAN

401k

Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DUC M NGUYEN MD DEFINED BENEFIT PENSION PLANTraditionalDB$2.5M32024
001DUC MARCEL NGUYEN MD 401K PROFIT SHARING PLAN401k$2.2M92024
Retirement plans
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