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Sponsor portfolio

YUI & COMPANY, INC.

EIN 20-0877456-management consulting-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
14
110 OLD ALBANY POST ROAD - RHINEBECK, NY 125722660301-332-4135yuico.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#003TraditionalDB-$3.9M - 7 part#001401k-$335K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • YUIDESIGN, INC. PENSION (#003)92%
  • INC. 401K PLAN (#001)8%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • YUIDESIGN, INC. PENSION (#003)7
  • INC. 401K PLAN (#001)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

YUIDESIGN, INC. PENSION PLAN

TraditionalDB

Assets$3.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

YUIDESIGN, INC. 401K PLAN

401k

Assets$335K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003YUIDESIGN, INC. PENSION PLANTraditionalDB$3.9M72025
001YUIDESIGN, INC. 401K PLAN401k$335K72025
Retirement plans
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