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Sponsor portfolio

YAN LI

EIN 27-5487399-medical practice-Latest filing 2024
Plans
2
Retirement
2
$913K assets
Welfare
0
Participants
18
3376 158TH ST - FLUSHING, NY 11358917-346-0908LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$858K - 7 part#002ProfitSharing-$56K - 11 part

Retirement portfolio analytics

2 plans aggregated / $913K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFINED BENEFIT PLAN (#001)94%
  • PROFIT SHARING PLAN (#002)6%
Total $913KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • DEFINED BENEFIT PLAN (#001)7
Total 18Click 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#001

YAN LI DEFINED BENEFIT PLAN

TraditionalDB

Assets$858K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YAN LI PROFIT SHARING PLAN

ProfitSharing

Assets$56K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YAN LI DEFINED BENEFIT PLANTraditionalDB$858K72024
002YAN LI PROFIT SHARING PLANProfitSharing$56K112024
Retirement plans
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