Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHANG S. YU MEDICAL PC
EIN 20-3412150medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DR. CHANG S. YU DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DR. CHANG S. YU PROFIT SHARING PENSION PLAN
401k
Assets$791K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DR. CHANG S. YU DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 1 | 2025 | |
| 004 | DR. CHANG S. YU PROFIT SHARING PENSION PLAN | 401k | $791K | 3 | 2024 |
Retirement plans