Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDY S. YU M.D. INC.
EIN 55-0849608medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M 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
ANDY S. YU M.D. INC. PENSION PLAN
TraditionalDB
Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ANDY S. YU M.D. INC RETIREMENT PLAN
401k
Assets$1.3M
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 | ANDY S. YU M.D. INC. PENSION PLAN | TraditionalDB | $3.0M | 5 | 2025 | |
| 003 | ANDY S. YU M.D. INC RETIREMENT PLAN | 401k | $1.3M | 11 | 2024 |
Retirement plans