How big is Yogesh Trehan, M.D., Inc.'s plan?

Yogesh Trehan, M.D., Inc.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260219113940NAL0010609970001

Yogesh Trehan, M.D., Inc.

Name: Yogesh Trehan, M.D., Inc. — Yogesh Trehan, M.D., Form 5500 (2025)
Creator: Yogesh Trehan, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yogesh Trehan, M.D., Inc. 401(k) Plan

401(k) retirement plan · Yogesh Trehan, M.D., Inc.'s Yogesh Trehan, M.D., Inc. 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Yogesh Trehan, M.D., Inc.'s EIN is 82-0543547.

EIN 82-0543547

Plan number 001

Plan year 2025

ACK ID 20260219113940NAL0010609970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Yogesh Trehan, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Yogesh Trehan, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score