Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN S SONG MD PROF CORP
EIN 92-1575980Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$299K assets
Welfare
0
Participants
6
1895 MOWRY AVE SUITE 105 - FREMONT, CA 94538510-598-4870
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $299K assets / 6 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#002
STEVEN S SONG MD CASH BALANCE PLAN
CashBalance
Assets$230K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN S SONG MD PROF DEFINED CONTRIBUTION PLAN
401k
Assets$69K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVEN S SONG MD CASH BALANCE PLAN | CashBalance | $230K | 3 | 2025 | |
| 001 | STEVEN S SONG MD PROF DEFINED CONTRIBUTION PLAN | 401k | $69K | 3 | 2025 |
Retirement plans