Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES Y. CHANG
EIN 77-0496343Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
10
PO BOX 6335 - INCLINE VILLAGE, NV 89450661-398-6028
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 10 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
JAMES Y. CHANG DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES Y. CHANG 401K 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 | |
|---|---|---|---|---|---|---|
| 001 | JAMES Y. CHANG DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 4 | 2024 | |
| 002 | JAMES Y. CHANG 401K PLAN | 401k | $3.0M | 6 | 2024 |
Retirement plans