Assets by plan
Share of aggregate retirement assets
Filings through .
James Y. Chang
EIN 77-0496343Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Health & Benefits
0
Participants
10
PO BOX 6335 - INCLINE VILLAGE, NV 89450661-398-6028
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 10 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JAMES Y. CHANG DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$4.4M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JAMES Y. CHANG 401K PLAN
401(k)
Assets$3.4M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JAMES Y. CHANG DEFINED BENEFIT PENSION PLAN | Traditional DB | $4.4M | 4 | 2025 |
| #002 | JAMES Y. CHANG 401K PLAN | 401(k) | $3.4M | 6 | 2025 |
- #001 · Traditional DB · 20254
- #002 · 401(k) · 20256
Retirement plans