Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
ADRIAN YI M.D. INC.
EIN 51-0608138medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
16
16311 VENTURA BLVD, SUITE 550 - ENCINO, CA 91436818-986-7900adrianyimd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M 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#001
ADRIAN YI M.D. INC. PENSION PLAN AND TRUST
TraditionalDB
Assets$3.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ADRIAN YI M.D. INC. DEFINED CONTRIBUTION PLAN AND TRUST
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADRIAN YI M.D. INC. PENSION PLAN AND TRUST | TraditionalDB | $3.5M | 6 | 2025 | |
| 002 | ADRIAN YI M.D. INC. DEFINED CONTRIBUTION PLAN AND TRUST | 401k | $2.4M | 10 | 2025 |
Retirement plans