· 2022–2024 · DOL EFAST2

DRUMMOND WEHLE YONGE LLP — DRUMMOND WEHLE YONGE LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250407191128NAL0010442131001

DRUMMOND WEHLE YONGE LLP

Form 5500-SF

FILING_RECEIVED

DRUMMOND WEHLE YONGE LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

4

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DRUMMOND WEHLE YONGE LLP

EIN

46-0647816all filings

Address

6987 E FOWLER AVE · TEMPLE TERRACE, FL · 336171714

Phone

(813) 983-8000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF SCOTT C. GLOVSKY

LAW OFFICES OF SCOTT C. GLOVSKY PROFIT SHARING PLAN

$921K · 5 participants

JACQUES DEPLOIS LAW FIRM

JACQUES DEPLOIS LAW FIRM PENSION PLAN

$921K · 2 participants

LITIGATION AND RECOVERY LAW CENTER, P.L.

LITIGATION AND RECOVERY LAW CENTER PROFIT SHARING PLAN

$921K · 7 participants

AMRC, LLC RETIREMENT PLAN

$921K · 7 participants

ROBES LAW GROUP, PLLC

ROBES LAW GROUP CASH BALANCE PLAN

$921K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.