How big is Dr. Jeffrey YU OB/GYN's plan?

Dr. Jeffrey YU OB/GYN's plan reported $683K in assets and 2 participants for 2024.

Original filing (PDF)20251013225627NAL0000974515001

Dr. Jeffrey YU OB/GYN

Name: Dr. Jeffrey YU OB/GYN — Dr. Jeffrey YU OB/GYN 401(k), Form 5500 (2024)
Creator: Dr. Jeffrey YU OB/GYN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Jeffrey YU OB/GYN 401(k) Profit Sharing Plan

401(k) retirement plan · Dr. Jeffrey YU OB/GYN's Dr. Jeffrey YU OB/GYN 401(k) Profit Sharing Plan held $683K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

People on this filing

Barbara Crittenden for TRPC signed Dr. Jeffrey YU OB/GYN's 2024 Form 5500 as plan administrator.

Barbara Crittenden for TRPC — 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

Dr. Jeffrey YU OB/GYN's EIN is 46-2042681.

EIN 46-2042681

Plan number 002

Plan year 2024

ACK ID 20251013225627NAL0000974515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Jeffrey YU OB/GYN from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Jeffrey YU OB/GYN's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JEFFREY YU OB/GYN.

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DR. JEFFREY YU OB/GYN

EIN

all filings

Address

390 WEST END AVENUE, SUITE 1H · NEW YORK, NY · 10024

Phone

(310) 628-7454

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator