Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YUN ASSOCIATES LLC
EIN 47-5259417Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
1050 CONNECTICUT AVE, NW SUITE 500 - WASHINGTON, DC 20036202-849-3075yunassociates.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 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
YUN ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YUN ASSOCIATES LLC 401(K)/PROFIT SHARING
401k
Assets$309K
Participants3
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 | YUN ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2025 | |
| 001 | YUN ASSOCIATES LLC 401(K)/PROFIT SHARING | 401k | $309K | 3 | 2025 |
Retirement plans