David R. Youngstrom signed YEO & YEO, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YEO & YEO, P.C.'s EIN is 38-2706146.
Download the official 2024 Form 5500 (PDF) for YEO & YEO, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YEO & YEO, P.C.'s plan includes life insurance, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID NEIL SOKOL | — | TROY, MI | INSURANCE AGENT | $7K | — |
| ERIC ALBERT CASSABON | — | LAPEER, MI | INSURANCE AGENT | $7K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
