How big is Young/Sommer LLC's plan?

Young/Sommer LLC's plan reported $9.9M in assets and 19 participants for 2024.

Original filing (PDF)20250715094636NAL0002707472001

Young/Sommer LLC

Name: Young/Sommer LLC — Young/Sommer LLC Employee Savings, Form 5500 (2024)
Creator: Young/Sommer LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Young/Sommer LLC Employee Savings Plus Plan

401(k) retirement plan · Young/Sommer LLC's Young/Sommer LLC Employee Savings Plus Plan held $9.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Young/Sommer LLC's EIN is 14-1817114.

EIN 14-1817114

Plan number 001

Plan year 2024

ACK ID 20250715094636NAL0002707472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Young/Sommer LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Young/Sommer LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score