Original filing (PDF)20251015081101NAL0008272914001

KLAUS M. YI, DDS, INC.

Name: KLAUS M. YI, DDS, INC. — KLAUS M. YI, DDS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KLAUS M. YI, DDS, INC.

Form 5500-SF

FILING_RECEIVED

KLAUS M. YI, DDS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$717K

Net assets (EOY)

$717K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLAUS M. YI, DDS, INC..

Plan sponsor

Name

KLAUS M. YI, DDS, INC.

EIN

20-3804365all filings

Address

34530 BOB HOPE DR STE B · RANCHO MIRAGE, CA · 922701727

Phone

(760) 324-2939

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