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Sponsor portfolio

DONGMEI YANG, D.M.D., P.C.

EIN 45-4331419-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
6
111 ELM STREET, SUITE 202 - WORCESTER, MA 01609508-755-9231LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 3 part#001401k-$1.3M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • PROFIT SHARING PLAN (#001)48%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click 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#002

DONGMEI YANG, D.M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DONGMEI YANG, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DONGMEI YANG, D.M.D., P.C. CASH BALANCE PLANCashBalance$1.5M32024
001DONGMEI YANG, D.M.D., P.C. 401(K) PROFIT SHARING PLAN401k$1.3M32024
Retirement plans
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