Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEONARD T. YU, M.D.
EIN 99-0324699medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M 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#003
LEONARD T. YU, M.D. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEONARD T. YU, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
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 | |
|---|---|---|---|---|---|---|
| 003 | LEONARD T. YU, M.D. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.6M | 4 | 2024 | |
| 002 | LEONARD T. YU, M.D. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 4 | 2024 |
Retirement plans