How big is Wendi Young Design's plan?

Wendi Young Design's plan reported $893K in assets and 6 participants for 2024.

Original filing (PDF)20250731181822NAL0003318739001

Wendi Young Design

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

Form 5500-SF

FILING_RECEIVED

Wendi Young Design 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wendi Young Design's Wendi Young Design 401(k) Profit Sharing Plan & Trust held $893K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$893K

Net assets (EOY)

$893K

People on this filing

Wendi J Young signed Wendi Young Design's 2024 Form 5500 as plan administrator.

Wendi J Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wendi Young Design's EIN is 33-0892968.

EIN 33-0892968

Plan number 001

Plan year 2024

ACK ID 20250731181822NAL0003318739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wendi Young Design's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WENDI YOUNG DESIGN

EIN

all filings

Address

4101 BIRCH ST STE 200 · NEWPORT BEACH, CA · 926602238

Phone

(714) 850-0083

Industry

Other Services (ex. Public Admin)

Plan administrator