Back to filter
Original filing (PDF)20251007224232NAL0008881296001
HIEU D. PHAM, DDS, MD
Form 5500-SF
FILING_RECEIVED
DR. PHAM DEFINED BENEFIT PLAN & TRUST
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIEU D. PHAM, DDS, MD.
Plan sponsor
Name
HIEU D. PHAM, DDS, MD
EIN
43-2085345
Address
990 W. FREMONT AVE, SUITE V · SUNNYVALE, CA · 94087
Phone
(415) 244-3817
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
RIVERSIDE DENTAL ASSOCIATES, LLP
RIVERSIDE DENTAL ASSOCIATES, LLP EMPLOYEES' DEFERRED SAVINGS & PS PLAN
$6.5M · 18 participants
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A.
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$6.5M · 25 participants
BARROW ORTHODONTICS, PC.
BARROW ORTHODONTICS, PC. 401(K) P/S PLAN
$6.5M · 8 participants
OMS OF SOUTHERN OKLAHOMA, PLLC
OMS OF SOUTHERN OKLAHOMA, PLLC 401(K) PROFIT SHARING PLAN
$6.5M · 20 participants
GORDON L. DOUGLASS, DDS, INC.
GORDON L. DOUGLASS, DDS, INC. EMPLOYEES PROFIT SHARING PLAN
$6.5M · 3 participants
EMA DENTAL PROSTHODONTICS, P.C.
EMA DENTAL PROSTHODONTICS, P.C. 401(K) PLAN
$6.5M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B