· 2022–2024 · DOL EFAST2

Agency YU, Inc. — Agency YU Inc. 401(k) Retirement, Form 5500 (2025)

Original filing (PDF)20260526092119NAL0006922448001

Agency YU, Inc.

Form 5500-SF

FILING_RECEIVED

Agency YU Inc. 401(k) Retirement Plan

401(k) retirement plan · Agency YU, Inc.'s Agency YU Inc. 401(k) Retirement Plan held $1.7M in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

79

Vendor & structure

100

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 AGENCY YU, INC..

Plan sponsor

Name

AGENCY YU, INC.

EIN

20-2081148all filings

Address

6115 EDLOE ST · SUITE E · HOUSTON, TX · 77005

Phone

(713) 304-8024

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-26

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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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.