Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAE Y. YOO, M.D., INC.
EIN 95-4633497Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
15
966 S. WESTERN AVENUE, SUITE 106 - LOS ANGELES, CA 90006213-610-6252
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 15 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
JAE Y. YOO, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAE Y. YOO, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$804K
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 | JAE Y. YOO, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.0M | 12 | 2024 | |
| 002 | JAE Y. YOO, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $804K | 3 | 2024 |
Retirement plans