· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DR MALVIN YAN, INC. — DR MALVIN YAN, INC. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002143556NAL0000369699001
DR MALVIN YAN, INC.
Form 5500-SF
FILING_RECEIVED
DR MALVIN YAN, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
DR MALVIN YAN, INC.
.
Find decision makers
Plan sponsor
Name
DR MALVIN YAN, INC.
EIN
90-0272142
Address
3117 WALDIE CT · LAKEWOOD, CA · 907121460
Phone
(323) 562-3414
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PROVIDENCE PEDIATRIC PRACTICE LLC
PROVIDENCE PEDIATRIC PRACTICE LLC PROFIT SHARING PLAN
$2.3M · 17 participants
ADVANCED FAMILY MEDICAL GROUP, INC.
ADVANCED FAMILY MEDICAL GROUP, INC. CASH BALANCE PLAN
$2.3M · 3 participants
SOUTHWEST PLASTIC SURGERY, PA
SOUTHWEST PLASTIC SURGERY 401K PLAN
$2.3M · 23 participants
PHILLIP R. BOWDEN, M.D., P.A.
PHILLIP R. BOWDEN EMPLOYEES RETIREMENT PLAN
$2.3M
GERIATRIC MEDICINE CONSULTANTS
GERIATRIC MEDICINE CONSULTANTS CASH BALANCE PLAN
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.
$2.3M · 7 participants
OREGON SLEEP & PULMONARY LLC
OREGON SLEEP & PULMONARY LLC 401(K) PS PLAN
$2.3M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
