· 2022–2024 · DOL EFAST2

David Yates, Attorney, PLLC — David Yates, Attorney, Form 5500 (2025)

Original filing (PDF)20260701095900NAL0012003619001

David Yates, Attorney, PLLC

Form 5500-SF

FILING_RECEIVED

David Yates, Attorney, 401(k) Plan

401(k) retirement plan · David Yates, Attorney, PLLC's David Yates, Attorney, 401(k) Plan held $291K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID YATES, ATTORNEY, PLLC

EIN

27-0362641all filings

Address

111 W WASHINGTON STREET · LOUISVILLE, KY · 40202

Phone

(502) 795-5030

Industry

Law Offices· Professional & Technical Services

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

2026-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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