Original filing (PDF)20251003153022NAL0001568145001

GENEVIEVE YU MD PC

Name: GENEVIEVE YU MD PC — GENEVIEVE YU MD PC 401K PLAN, Form 5500 (2024)
Creator: GENEVIEVE YU MD PC

Form 5500-SF

FILING_RECEIVED

GENEVIEVE YU MD PC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GENEVIEVE YU MD PC

EIN

45-5363980all filings

Address

5319 UNIVERSITY DR · SUITE 1410 · IRVINE, CA · 92612

Phone

(949) 484-8088

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