Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC., A PROFESSIONAL CORPORATIO
EIN 26-4481304Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
17
9191 LOMA STREET - VILLA PARK, CA 92861714-925-0853
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 17 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
STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$6.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants13
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 | STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $6.2M | 4 | 2024 | |
| 001 | STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 13 | 2024 |
Retirement plans