How big is LISA L. TRAN, CFP's plan?

LISA L. TRAN, CFP's plan reported $299K in assets and 3 participants for 2024.

Original filing (PDF)20251015150903NAL0006726000001

LISA L. TRAN, CFP

Name: LISA L. TRAN, CFP — Team TRAN 401(k) Plan, Form 5500 (2024)
Creator: LISA L. TRAN, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team TRAN 401(k) Plan

401(k) retirement plan · LISA L. TRAN, CFP's Team TRAN 401(k) Plan held $299K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

People on this filing

My-Loan LISA L TRAN signed LISA L. TRAN, CFP's 2024 Form 5500 as plan administrator.

My-Loan LISA L TRAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA L. TRAN, CFP's EIN is 20-3858031.

EIN 20-3858031

Plan number 001

Plan year 2024

ACK ID 20251015150903NAL0006726000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA L. TRAN, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA L. TRAN, CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA L. TRAN, CFP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score