What public Form 5500 filings show about the R.A. Young, LLC DBA Rick Young Financial Services 401(k) plan — and how to find and check your own account.
R.A. Young, LLC DBA Rick Young Financial Services (EIN 20-0912832) reports RICK YOUNG FINANCIAL SERVICES SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $385K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full R.A. Young, LLC DBA Rick Young Financial Services filing — schedules, fees, and providers.
R.A. Young, LLC DBA Rick Young Financial Services’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask R.A. Young, LLC DBA Rick Young Financial ServicesHR for the recordkeeper’s name and login.
