Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S. Y. THOMAS SONG, M.D., INC.
EIN 95-3302834Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
25
2542 CALLE DEL ORO - LA JOLLA, CA 92037619-772-0166
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 25 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#003
S. Y. THOMAS SONG, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
S. Y. THOMAS SONG, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$304K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | S. Y. THOMAS SONG, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 10 | 2025 | |
| 004 | S. Y. THOMAS SONG, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $304K | 15 | 2025 |
Retirement plans