Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Loan Mai Nguyen, D.D.S, Inc.
EIN 99-3051980Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
18
7006 HOLLOW LAKE WAY - SAN JOSE, CA 95120408-270-3333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 18 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
LOAN MAI NGUYEN, D.D.S. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$5.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOAN MAI NGUYEN, D.D.S. 401(K) PLAN
401(k)
Assets$908K
Participants9
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 | LOAN MAI NGUYEN, D.D.S. DEFINED BENEFIT PENSION PLAN | Traditional DB | $5.1M | 9 | 2025 | |
| 001 | LOAN MAI NGUYEN, D.D.S. 401(K) PLAN | 401(k) | $908K | 9 | 2025 |
Retirement plans