Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
YONG AT HEART TOTAL WELLNESS M
EIN 95-4798898hospital & health careLatest filing 2025
Plans
2
Retirement
2
$17K assets
Welfare
0
Participants
8
16628 OAK VIEW CT - ENCINO, CA 914361900617-875-2393yongatheart.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17K assets / 8 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
YONG AT HEART TOTAL WELLNESS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$14K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YONG AT HEART TOTAL WELLNESS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3K
Participants4
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 | YONG AT HEART TOTAL WELLNESS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $14K | 4 | 2025 | |
| 002 | YONG AT HEART TOTAL WELLNESS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3K | 4 | 2024 |
Retirement plans