How big is YM & Associates' plan?

YM & Associates' plan reported $53K in assets and 6 participants for 2024.

Original filing (PDF)20251015162205NAL0002742963001

YM & Associates

Name: YM & Associates — Foundation Wealth Management, Form 5500 (2024)
Creator: YM & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Wealth Management 401(k) Plan

401(k) retirement plan · YM & Associates' Foundation Wealth Management 401(k) Plan held $53K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Lance Mackall signed YM & Associates' 2024 Form 5500 as plan administrator.

Lance Mackall — 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

YM & Associates' EIN is 46-0743835.

EIN 46-0743835

Plan number 001

Plan year 2024

ACK ID 20251015162205NAL0002742963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YM & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YM & Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off