Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YUAN-FEI CHANG, M.D.
EIN 20-4745447Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
13
18575 E. GALE AVE, STE 128 - CITY OF INDUSTRY, CA 91748626-912-5335
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 13 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#001
YUAN-FEI CHANG, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YUAN-FEI CHANG, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YUAN-FEI CHANG, M.D. PROFIT SHARING PLAN | ProfitSharing | $2.4M | 9 | 2025 | |
| 002 | YUAN-FEI CHANG, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 4 | 2025 |
Retirement plans