Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILIP Y. ZHUO, M.D., INC.
EIN 27-2932052Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
17
401 N GARFIELD AVE, SUITE 201, - MONTEREY PARK, CA 91754626-288-2266
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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
PHILIP Y. ZHUO, M.D., INC. PENSION PLAN
TraditionalDB
Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHILIP Y. ZHUO, M.D., INC. RETIREMENT PLAN
401k
Assets$1.1M
Participants10
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 | PHILIP Y. ZHUO, M.D., INC. PENSION PLAN | TraditionalDB | $2.7M | 7 | 2024 | |
| 001 | PHILIP Y. ZHUO, M.D., INC. RETIREMENT PLAN | 401k | $1.1M | 10 | 2025 |
Retirement plans