Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDY TRAN D.D.S.
EIN 94-3259905medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
14
1191 W TENNYSON ROAD, STE #1 - HAYWARD, CA 94544510-783-2772andytangdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 14 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#001
ANDY TRAN D.D.S. RETIREMENT PLAN
401k
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDY TRAN D.D.S. PENSION PLAN
TraditionalDB
Assets$444K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDY TRAN D.D.S. RETIREMENT PLAN | 401k | $1.2M | 10 | 2024 | |
| 002 | ANDY TRAN D.D.S. PENSION PLAN | TraditionalDB | $444K | 4 | 2024 |
Retirement plans