Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNY YOO-PARK, D.M.D., M.S., INC.
EIN 90-1002724Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
27
905 MIDDLEFIELD ROAD, SUITE A - PALO ALTO, CA 94301650-327-2310
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 27 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
JENNY YOO-PARK, D.M.D., M.S., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$822K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENNY YOO-PARK, D.M.D., M.S., INC. CASH BALANCE PLAN
CashBalance
Assets$298K
Participants13
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 | JENNY YOO-PARK, D.M.D., M.S., INC. PROFIT SHARING 401(K) PLAN | 401k | $822K | 14 | 2024 | |
| 002 | JENNY YOO-PARK, D.M.D., M.S., INC. CASH BALANCE PLAN | CashBalance | $298K | 13 | 2024 |
Retirement plans