What public Form 5500 filings show about the Young Team Advisory Inc. 401(k) plan — and how to find and check your own account.
Young Team Advisory Inc. (EIN 87-1144246) reports YOUNG TEAM ADVISORY INC - 401(K) on its most recent Form 5500, with $98K in plan assets across 1 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 Young Team Advisory Inc. filing — schedules, fees, and providers.
Young Team Advisory Inc.’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 Young Team Advisory Inc.HR for the recordkeeper’s name and login.
