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Sponsor portfolio

DANIEL Y. YEE

EIN 81-1975810-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$646K assets
Welfare
0
Participants
6
6905 MAGNOLIA AVE - RIVERSIDE, CA 92506951-479-1064
Plans on this EIN
2 filings
#002401k-$496K - 4 part#003TraditionalDB-$150K - 2 part

Retirement portfolio analytics

2 plans aggregated / $646K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • Y. YEE 401(K) (#002)77%
  • YEE RETIREMENT PLAN (#003)23%
Total $646KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • Y. YEE 401(K) (#002)4
  • YEE RETIREMENT PLAN (#003)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DANIEL Y. YEE 401(K) PLAN

401k

Assets$496K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DANIEL Y. YEE RETIREMENT PLAN

TraditionalDB

Assets$150K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DANIEL Y. YEE 401(K) PLAN401k$496K42024
003DANIEL Y. YEE RETIREMENT PLANTraditionalDB$150K22024
Retirement plans
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