Assets by plan
Share of aggregate retirement assets
Filings through .
Leonard T. Yu, M.D., Inc.
EIN 99-0324699medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Health & Benefits
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LEONARD T. YU, M.D. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LEONARD T. YU, M.D. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LEONARD T. YU, M.D. DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.6M | 4 | 2024 |
| #002 | LEONARD T. YU, M.D. 401(K) PROFIT SHARING PLAN | 401(k) | $1.6M | 4 | 2024 |
- #003 · Traditional DB · 20244
- #002 · 401(k) · 20244
Retirement plans