How big is R.A. Young, LLC DBA Rick Young Financial Services' plan?

R.A. Young, LLC DBA Rick Young Financial Services' plan reported $385K in assets and 4 participants for 2024.

Original filing (PDF)20250515102844NAL0028972432001

R.A. Young, LLC DBA Rick Young Financial Services

Name: R.A. Young, LLC DBA Rick Young Financial Services — Form 5500 Plan 001 (2024)
Creator: R.A. Young, LLC DBA Rick Young Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rick Young Financial Services Safe Harbor 401(k) Plan

401(k) retirement plan · R.A. Young, LLC DBA Rick Young Financial Services' Rick Young Financial Services Safe Harbor 401(k) Plan held $385K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

Plan identifiers

R.A. Young, LLC DBA Rick Young Financial Services' EIN is 20-0912832.

EIN 20-0912832

Plan number 001

Plan year 2024

ACK ID 20250515102844NAL0028972432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.A. Young, LLC DBA Rick Young Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.A. Young, LLC DBA Rick Young Financial Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.A. YOUNG, LLC DBA RICK YOUNG FINANCIAL SERVICES.

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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