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  2. TOM YANG, M.D., INC.
Sponsor portfolio

TOM YANG, M.D., INC.

EIN 26-3689376-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
10
503 SOUTH WATSON - VISALIA, CA 93277559-623-9636tomyangmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.6M - 3 part#001401k-$830K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PENSION (#002)81%
  • HORIZON PLAN (#001)19%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HORIZON PLAN (#001)7
  • DEFINED BENEFIT PENSION (#002)3
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HORIZON DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HORIZON PLAN

401k

Assets$830K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HORIZON DEFINED BENEFIT PENSION PLANTraditionalDB$3.6M32024
001HORIZON PLAN401k$830K72024
Retirement plans
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