Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCES YANKIE DDS
EIN 68-0431425medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
18
239 MILLER AVENUE - MILL VALLEY, CA 94941415-383-0824dryankie.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 18 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
FRANCES YANKIE DDS PROFIT SHARING PLAN
ProfitSharing
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANCES YANKIE DDS CASH BALANCE PLAN
CashBalance
Assets$777K
Participants8
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 | FRANCES YANKIE DDS PROFIT SHARING PLAN | ProfitSharing | $2.0M | 10 | 2024 | |
| 002 | FRANCES YANKIE DDS CASH BALANCE PLAN | CashBalance | $777K | 8 | 2024 |
Retirement plans