How big is Yarborough Applegate's plan?

Yarborough Applegate's plan reported $6.8M in assets and 14 participants for 2024.

Original filing (PDF)20250726011820NAL0009538080001

Yarborough Applegate

Name: Yarborough Applegate — Yarborough Applegate 401(k), Form 5500 (2024)
Creator: Yarborough Applegate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yarborough Applegate 401(k) Profit Sharing Plan

401(k) retirement plan · Yarborough Applegate's Yarborough Applegate 401(k) Profit Sharing Plan held $6.8M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Yarborough Applegate's EIN is 27-1560421.

EIN 27-1560421

Plan number 001

Plan year 2024

ACK ID 20250726011820NAL0009538080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yarborough Applegate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yarborough Applegate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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