How big is John R. Young & Co.'s plan?

John R. Young & Co.'s plan reported $2.4M in assets and 42 participants for 2024.

Original filing (PDF)20250613114954NAL0013579267001

John R. Young & Co.

Name: John R. Young & Co. — John R. Young & Co. 401(k), Form 5500 (2024)
Creator: John R. Young & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R. Young & Co. 401(k) Plan

401(k) retirement plan · John R. Young & Co.'s John R. Young & Co. 401(k) Plan held $2.4M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Mary Suardi signed John R. Young & Co.'s 2024 Form 5500 as plan administrator.

Mary Suardi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John R. Young & Co.'s EIN is 23-1243870.

EIN 23-1243870

Plan number 001

Plan year 2024

ACK ID 20250613114954NAL0013579267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John R. Young & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John R. Young & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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