Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES YANES MD, PA
EIN 26-0029711medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 19 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
CHARLES YANES MD, PA CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES YANES MD, PA 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$126K
Participants10
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 | CHARLES YANES MD, PA CASH BALANCE PLAN | CashBalance | $1.1M | 9 | 2024 | |
| 002 | CHARLES YANES MD, PA 401(K) PROFIT SHARING PLAN | ProfitSharing | $126K | 10 | 2024 |
Retirement plans