Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION
EIN 95-4669709Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
20
23236 LYONS AVENUE, SUITE 202 - SANTA CLARITA, CA 91321661-288-2328
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 20 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
PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION PENSION PLAN
TraditionalDB
Assets$3.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATRICK H. YOUNG,CPA, AN ACCOUNTANCY CORPORATION RETIREMENT PLAN
401k
Assets$1.1M
Participants11
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 | PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION PENSION PLAN | TraditionalDB | $3.7M | 9 | 2025 | |
| 001 | PATRICK H. YOUNG,CPA, AN ACCOUNTANCY CORPORATION RETIREMENT PLAN | 401k | $1.1M | 11 | 2025 |
Retirement plans