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Rober Yee, D. D. S. , Inc. 401(k) Plan

Rober Yee, D. D. S. , Inc, Sunnyvale CA. Employer ID 861425946, plan number 001. Annual reports on file for 2021 to 2024.

Where the money went

  1. Filed 2021-2024Rober Yee, D. D. S. , Inc. 401(k) Plan, Rober Yee, D. D. S. , Inc
  2. 2024Assets transferred to Aprio Advantage Pooled Employer Plan
  3. TodayAprio Advantage Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.

Records are kept by Newport Group, Inc., per the 2024 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

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Events in the filings

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
20216—Filing
20226—Filing
20234—Filing
20240—Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.