Original filing (PDF)20250507110029NAL0010737681001

YATES CLEANING, INC.

Name: YATES CLEANING, INC. — YATES CLEANING, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: YATES CLEANING, INC.

Form 5500-SF

FILING_RECEIVED

YATES CLEANING, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YATES CLEANING, INC..

Plan sponsor

Name

YATES CLEANING, INC.

EIN

45-2909443

Address

7370 KINGSGATE WAY · SUITE H · WEST CHESTER, OH · 45069

Phone

(513) 834-8252

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DAUGHTERS CONTENT, LLC

DAUGHTERS CONTENT, LLC 401(K) PROFIT SHARING PLAN

$663K · 4 participants

UNITED PARCEL SERVICE COMPANY

UPS CREWMEMBERS BENEFIT PACKAGE FOR RETIRED EMPLOYEES

$657K · 521 participants

ANC TRUCKING, LLC

ANC TRUCKING, LLC 401(K) PLAN

$618K · 91 participants

THE GLASS GURU ENTERPRISES, INC.

THE GLASS GURU 401(K) PLAN & TRUST

$728K · 19 participants

LOOK GOOD BRANDS, LLC

LOOK GOOD BRANDS, LLC 401(K) PLAN

$614K · 24 participants