Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
T.Y. STEVEN IP, M.D.
EIN 33-0865212medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
14
1441 AVOCADO AVE, SUITE 602 - NEWPORT BEACH, CA 92660949-548-0300LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 14 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#001
T.Y. STEVEN IP, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
T.Y. STEVEN IP, M.D. 401(K) PLAN
401k
Assets$977K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | T.Y. STEVEN IP, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.6M | 7 | 2024 | |
| 002 | T.Y. STEVEN IP, M.D. 401(K) PLAN | 401k | $977K | 7 | 2025 |
Retirement plans