Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD B. YOO, M.D., INC.
EIN 45-5480479medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 30 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
DONALD B. YOO, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DONALD B. YOO, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants21
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 | DONALD B. YOO, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 9 | 2025 | |
| 003 | DONALD B. YOO, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 21 | 2025 |
Retirement plans