Original filing (PDF)20250609161902NAL0024615984001

KAREN TRAN, DMD, INC.

Name: KAREN TRAN, DMD, INC. — KAREN TRAN, DMD, INC. 401K PLAN, Form 5500 (2024)
Creator: KAREN TRAN, DMD, INC.

Form 5500-SF

FILING_RECEIVED

KAREN TRAN, DMD, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KAREN TRAN, DMD, INC.

EIN

26-4068223

Address

841 W 19TH , SUITE C · COSTA MESA, CA · 92627

Phone

(714) 463-0260

Industry