Original filing (PDF)20250320154834NAL0003577187001

YEITER INSURANCE

Name: YEITER INSURANCE — YEITER INSURANCE 401K PLAN, Form 5500 (2024)
Creator: YEITER INSURANCE

Form 5500-SF

FILING_RECEIVED

YEITER INSURANCE 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

YEITER INSURANCE

EIN

39-1992821all filings

Address

510 AMY DRIVE · HOLMEN, WI · 54636

Phone

(608) 526-9142

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PANICHELLE FINANCIAL GROUP, LLC

PANICHELLE FINANCIAL GROUP, LLC RETIREMENT SAVINGS PLAN

$577K · 8 participants

JSKR, LLC

PERCEPTIVE WEALTH 401(K) PLAN

$577K · 8 participants

KONTEEGO LLC

KONTEEGO LLC 401(K) P/S PLAN

$577K · 3 participants

JAMES D. SNEAD STATE FARM AGENT

JAMES D. SNEAD 401(K) PLAN & TRUST

$577K · 7 participants

TUSCARAWAS INSURANCE AGENCY

TUSCARAWAS INSURANCE AGENCY 401(K) PLAN

$577K · 19 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.