Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUCIA F YUMENA MD
EIN 94-3081359Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
6
2557 MOWRY AVE STE 33 - FREMONT, CA 945381614510-745-8100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M 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#001
LUCIA F YUMENA MD PROFIT SHARING PLAN
ProfitSharing
Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUCIA F YUMENA MD MONEY PURCHASE PLAN
MoneyPurchase
Assets$2.3M
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 | |
|---|---|---|---|---|---|---|
| 001 | LUCIA F YUMENA MD PROFIT SHARING PLAN | ProfitSharing | $3.3M | 3 | 2024 | |
| 002 | LUCIA F YUMENA MD MONEY PURCHASE PLAN | MoneyPurchase | $2.3M | 3 | 2024 |
Retirement plans