Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Renee Young Naturopathic Doctor, Inc.
EIN 26-2714873Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$2.8M assets
Welfare
0
Participants
52
751 BLOSSOM HILL RD., SUITE A2 - LOS GATOS, CA 95032408-761-6781youngwellnesscenter.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.8M assets / 52 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
RENEE YOUNG NATUROPATHIC DOCTOR, INC. CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RENEE YOUNG NATUROPATHIC DOCTOR, INC. 401(K) PLAN & TRUST
401(k)
Assets$1.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RENEE YOUNG NATUROPATHIC DOCTOR, INC. PROFIT SHARING PLAN & TRUST
Profit-sharing
Assets$186K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RENEE YOUNG NATUROPATHIC DOCTOR, INC. CASH BALANCE PLAN & TRUST | Cash balance | $1.3M | 16 | 2025 | |
| 004 | RENEE YOUNG NATUROPATHIC DOCTOR, INC. 401(K) PLAN & TRUST | 401(k) | $1.3M | 18 | 2025 | |
| 002 | RENEE YOUNG NATUROPATHIC DOCTOR, INC. PROFIT SHARING PLAN & TRUST | Profit-sharing | $186K | 18 | 2025 |
Retirement plans