Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YUAN ZAN JESSIE SHAW
EIN 95-4386687Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
7
458 W. PALM DR. - ARCADIA, CA 91007626-685-2858
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 7 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
YUAN ZAN JESSIE SHAW DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
YUAN ZAN JESSIE SHAW 401(K) PLAN
401k
Assets$1.6M
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 | YUAN ZAN JESSIE SHAW DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 4 | 2024 | |
| 002 | YUAN ZAN JESSIE SHAW 401(K) PLAN | 401k | $1.6M | 3 | 2024 |
Retirement plans