How big is YB Management, LLC's plan?

YB Management, LLC's plan reported $799K in assets and 2 participants for 2024.

Original filing (PDF)20250416113937NAL0004891697001

YB Management, LLC

Name: YB Management, LLC — YB Management, LLC & Affiliates, Form 5500 (2024)
Creator: YB Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YB Management, LLC & Affiliates 401(k) Plan

401(k) retirement plan · YB Management, LLC's YB Management, LLC & Affiliates 401(k) Plan held $799K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

Plan identifiers

YB Management, LLC's EIN is 20-8542299.

EIN 20-8542299

Plan number 001

Plan year 2024

ACK ID 20250416113937NAL0004891697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YB Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YB MANAGEMENT, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

YB MANAGEMENT, LLC

EIN

all filings

Address

PO BOX 20 · WATERVILLE, OH · 43566

Phone

(419) 868-9292

Industry

Professional & Technical Services

Plan administrator