Original filing (PDF)20250701112359NAL0029444386001

YATES FUNERAL HOME LLC

Name: YATES FUNERAL HOME LLC — YATES FUNERAL HOME LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: YATES FUNERAL HOME LLC

Form 5500-SF

FILING_RECEIVED

YATES FUNERAL HOME LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

YATES FUNERAL HOME LLC

EIN

26-0630839all filings

Address

1101 S US HIGHWAY 1 · FORT PIERCE, FL · 349505131

Phone

(772) 408-3315

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