Minh N Tran 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Minh N Tran
  • Sponsor EIN: 571238095
  • Sponsor Address: 740 OAK AVENUE PKWY STE 130, FOLSOM, CA, 956306815
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$1.7M$11,456$23,812
20244$1.4M$42,085$17,762
20233$958,977$42,488$23,153
20222$646,360$39,860$21,066

Similar Plans