Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YU YAO, M.D., A PROFESSIONAL CORPORATION
EIN 95-4718244medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
24
230 E. VALLEY BLVD., SUITE 200 - SAN GABRIEL, CA 91776626-288-1918LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 24 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#004
YU YAO, M.D., A PROFESSIONAL CORPORATION 401(K) PLAN
401k
Assets$6.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
YU YAO, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | YU YAO, M.D., A PROFESSIONAL CORPORATION 401(K) PLAN | 401k | $6.4M | 15 | 2025 | |
| 005 | YU YAO, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 9 | 2025 |
Retirement plans