Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADRIAN MA M.D.
EIN 77-0441876medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
12
200 JOSE FIGUERES AVE., STE. # 215 - SAN JOSE, CA 95116408-729-3388adrianyimd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 12 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#003
ADRIAN MA M.D. PENSION PLAN
CashBalance
Assets$6.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADRIAN MA M.D. RETIREMENT PLAN
401k
Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ADRIAN MA M.D. PENSION PLAN | CashBalance | $6.1M | 6 | 2025 | |
| 002 | ADRIAN MA M.D. RETIREMENT PLAN | 401k | $3.0M | 6 | 2025 |
Retirement plans