Back to filter
Original filing (PDF)20251015170242NAL0002674867001
DUC MARCEL NGUYEN MD
Form 5500-SF
FILING_RECEIVED
DUC M NGUYEN MD DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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 DUC MARCEL NGUYEN MD.
Plan sponsor
Name
DUC MARCEL NGUYEN MD
EIN
94-3093340
Address
39 BIRCH STREET SUITE A · REDWOOD CITY, CA · 940621483
Phone
(650) 365-5996
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 Physicians plans
CENTER FOR BREAST & BODY CONTOURING
CENTER FOR BREAST & BODY CONTOURING 401(K) PLAN
$2.5M · 11 participants
FLORIDA HEALTHCARE CONSULTING GROUP, INC.
FLORIDA HEALTHCARE CONSULTING GROUP, INC. 401(K) PLAN
$2.5M · 3 participants
DAYTON VITREO-RETINAL ASSOCIATES INC
DAYTON VITREO-RETINAL ASSOCIATES INC PROFIT SHARING RETIREMENT PLAN
$2.5M · 12 participants
ACCURATE EYE CARE LLC
SOUTHERN EYE INSTITUTE 401(K) RETIREMENT SAVINGS PLAN
$2.5M · 18 participants
TROY THOMPSON, M.D., P.A.
THE THOMPSON CENTER FOR PLASTIC SURGERY 401(K) PLAN
$2.5M · 8 participants
NEVADA PAIN CARE
NEVADA PAIN CARE 401(K) PLAN
$2.5M · 23 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
