Original filing (PDF)20240715083048NAL0001434721001

YALE ASSOCIATES, INC.

Name: YALE ASSOCIATES, INC. — YALE ASSOCIATES, INC. 401(K) PENSION PLAN, Form 5500 (2023)
Creator: YALE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

YALE ASSOCIATES, INC. 401(K) PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YALE ASSOCIATES, INC..

Plan sponsor

Name

YALE ASSOCIATES, INC.

EIN

11-2717116

Address

25 ORVILLE DRIVE SUITE 100 · BOHEMIA, NY · 11716

Phone

(631) 732-4400

Industry

Admin Support & Waste Mgmtsee 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

2024-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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