· 2022–2024 · DOL EFAST2

YAEGER TREVISO & ASSOCIATES IN — YAEGER TREVISO & ASSOCIATES IN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240529080202NAL0024202354001

YAEGER TREVISO & ASSOCIATES IN

Form 5500-SF

FILING_RECEIVED

YAEGER TREVISO & ASSOCIATES IN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

29

Accounts w/ balance

17

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

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

61

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

YAEGER TREVISO & ASSOCIATES IN

EIN

16-1539229

Address

PO BOX 1495 · WEBSTER, NY · 14580

Phone

(585) 671-1130

Industry

CPA Offices· Professional & Technical Servicessee 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

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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