Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALICE YUNG M.D., INC.
EIN 26-1238275Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
6
960 E. GREEN STREET, SUITE L-60 - PASADENA, CA 91106626-793-3339draliceyung.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 6 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
ALICE YUNG, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ALICE YUNG M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALICE YUNG, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 3 | 2025 | |
| 002 | ALICE YUNG M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 3 | 2025 |
Retirement plans