· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARDIOLOGY CLINIC, ROBIN YUE, M.D., P.L.L.C. — CARDIOLOGY CLINIC ROBIN YUE MD PLLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240628200605NAL0002004624001
CARDIOLOGY CLINIC, ROBIN YUE, M.D., P.L.L.C.
Form 5500-SF
FILING_RECEIVED
CARDIOLOGY CLINIC ROBIN YUE MD PLLC 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARDIOLOGY CLINIC, ROBIN YUE, M.D., P.L.L.C.
.
Find decision makers
Plan sponsor
Name
CARDIOLOGY CLINIC, ROBIN YUE, M.D., P.L.L.C.
EIN
83-4515665
Address
305 SANDY CORNER · #230 · EL CAMPO, TX · 77437
Phone
(979) 578-5228
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ALLEN S. GLUSHAKOW, M.D., P.A.
ALLEN S. GLUSHAKOW, M.D., P.A. PROFIT SHARING PLAN & TRUST
$3.1M
DR. NEAL B. SCHULTZ
DR. NEAL B. SCHULTZ 401(K) PLAN
$3.1M · 10 participants
WILLAMETTE DERMATOLOGY, P.C.
WILLAMETTE DERMATOLOGY, P.C. 401K PLAN
$3.1M · 8 participants
ARIZONA MEDICAL CENTER, PLLC
ARIZONA MEDICAL CENTER, PLLC DEFINED BENEFIT PLAN
$3.1M · 4 participants
BARNEGAT MEDICAL ASSOCIATES, P.A.
BARNEGAT MEDICAL ASSOCIATES, P.A. 401K
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 9 participants
UP 2 PAR, PLLC
UP 2 PAR 401K PLAN
$3.1M · 17 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
