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Sponsor portfolio

SANDRA YEH M.D.

EIN 20-1039654-medical practice-Latest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
9
706 N. WINCHESTER BLVD., SUITE B - SAN JOSE, CA 95128408-246-8900LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$5.4M - 3 part#002401k-$4.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • YEH M.D. PENSION (#001)58%
  • M.D. RETIREMENT PLAN (#002)42%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D. RETIREMENT PLAN (#002)6
  • YEH M.D. PENSION (#001)3
Total 9Click 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#001

SANDRA YEH M.D. PENSION PLAN

TraditionalDB

Assets$5.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SANDRA YEH M.D. RETIREMENT PLAN

401k

Assets$4.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SANDRA YEH M.D. PENSION PLANTraditionalDB$5.4M32025
002SANDRA YEH M.D. RETIREMENT PLAN401k$4.0M62025
Retirement plans
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