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  2. DR. MALVIN YAN, INC
Sponsor portfolio

DR. MALVIN YAN, INC

EIN 90-0272142-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
13
9844 ATLANTIC AVENUE - SOUTH GATE, CA 90280323-562-3414LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$2.3M - 6 part#001401k-$1.0M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • YAN, INC. PENSION (#002)69%
  • INC. RETIREMENT PLAN (#001)31%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)7
  • YAN, INC. PENSION (#002)6
Total 13Click 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

DR MALVIN YAN, INC. PENSION PLAN

TraditionalDB

Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR. MALVIN YAN, INC. RETIREMENT PLAN

401k

Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR MALVIN YAN, INC. PENSION PLANTraditionalDB$2.3M62024
001DR. MALVIN YAN, INC. RETIREMENT PLAN401k$1.0M72024
Retirement plans
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