Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YALE FAMILY CARE PLLC
EIN 26-3133426medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 26 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#002
YALE FAMILY CARE PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YALE FAMILY CARE PLLC PROFIT SHARING PLAN
401k
Assets$974K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | YALE FAMILY CARE PLLC DEFINED BENEFIT PLAN | TraditionalDB | $3.0M | 9 | 2024 | |
| 001 | YALE FAMILY CARE PLLC PROFIT SHARING PLAN | 401k | $974K | 17 | 2024 |
Retirement plans