How big is Young-Agriesti & Thomas, LLP's plan?

Young-Agriesti & Thomas, LLP's plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20250708132944NAL0006444992007

Young-Agriesti & Thomas, LLP

Name: Young-Agriesti & Thomas, LLP — Young-Agriesti &, Form 5500 (2024)
Creator: Young-Agriesti & Thomas, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Young-Agriesti & Thomas, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Young-Agriesti & Thomas, LLP's Young-Agriesti & Thomas, LLP 401(k) Profit Sharing Plan held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Summer Young-Agriesti signed Young-Agriesti & Thomas, LLP's 2024 Form 5500 as plan administrator.

Summer Young-Agriesti — 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

Young-Agriesti & Thomas, LLP's EIN is 45-4509457.

EIN 45-4509457

Plan number 001

Plan year 2024

ACK ID 20250708132944NAL0006444992007

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Young-Agriesti & Thomas, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Young-Agriesti & Thomas, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

YOUNG-AGRIESTI & THOMAS, LLP

EIN

all filings

Address

7755 CENTER AVE. · SUITE 1100 · HUNTINGTON BEACH, CA · 92647

Phone

(949) 221-8700

Industry

Law Offices· Professional & Technical Services

Plan administrator