How big is Daniel Y. YEE's plan?

Daniel Y. YEE's plan reported $150K in assets and 2 participants for 2024.

Original filing (PDF)20251005144744NAL0001500883001

Daniel Y. YEE

Name: Daniel Y. YEE — Daniel Y. YEE Retirement Plan, Form 5500 (2024)
Creator: Daniel Y. YEE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Y. YEE Retirement Plan

Defined-benefit pension plan · Daniel Y. YEE's Daniel Y. YEE Retirement Plan held $150K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan identifiers

Daniel Y. YEE's EIN is 81-1975810.

EIN 81-1975810

Plan number 003

Plan year 2024

ACK ID 20251005144744NAL0001500883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Y. YEE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Y. YEE's plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score