Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HONZEN OU, M.D., INC.
EIN 95-3539959Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
9
5562 PHILADELPHIA ST STE 200 - CHINO, CA 917102482909-464-9119
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 9 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#006
HONZEN OU, M.D., INC. EMPLOYEES RETIREMENT PLAN TRUST
401k
Assets$5.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
HONZEN OU, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$879K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | HONZEN OU, M.D., INC. EMPLOYEES RETIREMENT PLAN TRUST | 401k | $5.9M | 3 | 2024 | |
| 007 | HONZEN OU, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $879K | 6 | 2024 |
Retirement plans