How big is YHC Wealth Management Group Inc.'s plan?

YHC Wealth Management Group Inc.'s plan reported $940K in assets and 5 participants for 2024.

Original filing (PDF)20250505173958NAL0008143409001

YHC Wealth Management Group Inc.

Name: YHC Wealth Management Group Inc. — YHC Wealth, Form 5500 (2024)
Creator: YHC Wealth Management Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YHC Wealth Management Group Inc. Pension Plan

Defined-benefit pension plan · YHC Wealth Management Group Inc.'s YHC Wealth Management Group Inc. Pension Plan held $940K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

Plan identifiers

YHC Wealth Management Group Inc.'s EIN is 27-4595885.

EIN 27-4595885

Plan number 002

Plan year 2024

ACK ID 20250505173958NAL0008143409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YHC Wealth Management Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YHC Wealth Management Group Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YHC WEALTH MANAGEMENT GROUP INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score