· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDREW YEH, D. O., INC. — ANDREW YEH, D. O., INC. SOLO 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006224624NAL0007291424001
ANDREW YEH, D. O., INC.
Form 5500-SF
FILING_RECEIVED
ANDREW YEH, D. O., INC. SOLO 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANDREW YEH, D. O., INC.
.
Find decision makers
Plan sponsor
Name
ANDREW YEH, D. O., INC.
EIN
20-1176010
Address
612 WEST DUARTE ROAD, SUITE 504 · ARCADIA, CA · 91007
Phone
(626) 821-9892
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
WESSON H. TRIBBLE, PC
WESSON H. TRIBBLE, PC EMPLOYEES SAVINGS TRUST
$2.6M · 42 participants
OI INFUSION SERVICES, LLC
OI INFUSION SERVICES, LLC 401(K) PLAN
$2.6M · 135 participants
NIAGARA FRONTIER ORTHOPAEDIC
NIAGARA FRONTIER ORTHOPAEDIC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 18 participants
METRO INFECTIOUS DISEASE CONSULTANTS, PC
METRO INFECTIOUS DISEASE CONSULTANTS, PC DEFINED BENEFIT PLAN
$2.6M · 2 participants
GEORGE P.H. YOUNG, M.D., F.A.C.S., P.C.
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
GEORGE P.H. YOUNG, M.D., F.A.C.S., P.C. 401(K) PLAN
$2.5M · 8 participants
CHARLES K. LEE, MD, INC.
CHARLES K. LEE, MD, INC. DEFINED BENEFIT PLAN & TRUST
$2.6M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B