Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
VIVIAN YANG CPA, A PROFESSIONAL CORPORATION
EIN 83-3384439Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$467K assets
Welfare
0
Participants
4
23341 GOLDEN SPRINGS DR., STE. #106 - DIAMOND BAR, CA 91765909-396-0001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $467K assets / 4 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
VIVIAN YANG CPA, APC 401K PLAN
401k
Assets$279K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VIVIAN YANG CPA, APC PENSION PLAN
CashBalance
Assets$188K
Participants2
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 | VIVIAN YANG CPA, APC 401K PLAN | 401k | $279K | 2 | 2024 | |
| 002 | VIVIAN YANG CPA, APC PENSION PLAN | CashBalance | $188K | 2 | 2024 |
Retirement plans