How big is Julie YU LAU's plan?

Julie YU LAU's plan reported $3.3M in assets and 2 participants for 2024.

Original filing (PDF)20251001170124NAL0006035315001

Julie YU LAU

Name: Julie YU LAU — Julie YU LAU DB Plan, Form 5500 (2024)
Creator: Julie YU LAU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie YU LAU DB Plan

Defined-benefit pension plan · Julie YU LAU's Julie YU LAU DB Plan held $3.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Julie YU LAU signed Julie YU LAU's 2024 Form 5500 as plan administrator.

Julie YU LAU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Julie YU LAU's EIN is 20-4169262.

EIN 20-4169262

Plan number 002

Plan year 2024

ACK ID 20251001170124NAL0006035315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie YU LAU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie YU LAU's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIE YU LAU.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JULIE YU LAU

EIN

all filings

Address

1941 MIDDLEFIELD ROAD · PALO ALTO, CA · 94301

Phone

(650) 208-2287

Industry

Real Estate

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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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 Real Estate plans

Village People, LLC

Village People, LLC 401(k) Profit Sharing Plan & Trust

$3.3M · 12 participants

Nelson Gonzalez P.A.

Nelson Gonzalez P.A. Defined Benefit Plan

$3.3M · 3 participants

Curran & Christie, Inc. DBA Century 21 Curran & Christie

Curran & Christie 401(k) Plan

$3.3M · 27 participants

Estate Properties International, Inc.

SUZI Dailey Defined Benefit Pension Plan

$3.3M · 1 participants

The LOWE Group Chicago, Inc.

The LOWE Group Chicago, Inc. Defined Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.