Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
NELSON T. YEN, D.D.S., M.S., INC.
EIN 76-0810736medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
50
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 50 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
NELSON T. YEN, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NELSON T. YEN, D.D.S., M.S., INC. CASH BALANCE PLAN
CashBalance
Assets$805K
Participants23
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 | NELSON T. YEN, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.3M | 27 | 2025 | |
| 002 | NELSON T. YEN, D.D.S., M.S., INC. CASH BALANCE PLAN | CashBalance | $805K | 23 | 2025 |
Retirement plans