Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARCOS YANG, M.D., INC.
EIN 33-0961230medical practiceLatest filing 2024
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 16 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
MARCOS YANG, M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$7.5M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARCOS YANG, M.D., INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$3.7M
Participants11
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 | MARCOS YANG, M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $7.5M | 5 | 2024 | |
| 003 | MARCOS YANG, M.D., INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $3.7M | 11 | 2024 |
Retirement plans