How big is Youzey Retail, LLC's plan?

Youzey Retail, LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250625062534NAL0004552211001

Youzey Retail, LLC

Name: Youzey Retail, LLC — Youzey Retail, LLC 401(k) Plan, Form 5500 (2024)
Creator: Youzey Retail, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Youzey Retail, LLC 401(k) Plan

401(k) retirement plan · Youzey Retail, LLC's Youzey Retail, LLC 401(k) Plan held $1.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Youzey Retail, LLC's EIN is 27-5460524.

EIN 27-5460524

Plan number 001

Plan year 2024

ACK ID 20250625062534NAL0004552211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Youzey Retail, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Youzey Retail, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

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 (99th percentile).

Plan sponsor

Name

YOUZEY RETAIL, LLC

EIN

all filings

Address

22 PERRY PKWY, STE. 3 · GAITHERSBURG, MD · 20877

Phone

(240) 558-4981

Industry

Retail Trade

Plan administrator