How big is Robert K. Young & Associates' plan?

Robert K. Young & Associates' plan reported $255K in assets and 21 participants for 2024.

Original filing (PDF)20250530163043NAL0022680242001

Robert K. Young & Associates

Name: Robert K. Young & Associates — Robert K. Young &, Form 5500 (2024)
Creator: Robert K. Young & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert K. Young & Associates 401(k) Plan

401(k) retirement plan · Robert K. Young & Associates' Robert K. Young & Associates 401(k) Plan held $255K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

Plan identifiers

Robert K. Young & Associates' EIN is 27-3190438.

EIN 27-3190438

Plan number 001

Plan year 2024

ACK ID 20250530163043NAL0022680242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert K. Young & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert K. Young & Associates' 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 ROBERT K. YOUNG & ASSOCIATES.

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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