· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YATES HOLDINGS LLP — YATES HOLDINGS LLP 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609154041NAL0041931474001
YATES HOLDINGS LLP
Form 5500-SF
FILING_RECEIVED
YATES HOLDINGS LLP 401K PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
18
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
YATES HOLDINGS LLP
.
Find decision makers
Plan sponsor
Name
YATES HOLDINGS LLP
EIN
46-1071592
Address
105 S. 4TH STREET, FLOOR 3 · P.O. BOX 1394 · ARTESIA, NM · 88210
Phone
(575) 736-8575
Industry
Management of Companies / Holdings
see 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
2025-06-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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 Management of Companies / Holdings plans
WRB ENTERPRISES, INC
WRB ENTERPRISES 401(K) PROFIT SHARING PLAN
$3.6M · 6 participants
SAND PRODUCTS CORPORATION
SAND PRODUCTS CORPORATION 401(K) PLAN
$3.6M · 13 participants
BII SERVICES CORP.
BII SERVICES CORP. RETIREMENT SAVINGS PLAN
$3.7M · 84 participants
CKMC ENTERPRISES, LTD.
CKMC 401K PLAN
$3.7M · 215 participants
STANDARD CAPITAL GROUP, INC.
STANDARD CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 15 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2E · Profit-sharing
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IBX, LLC
IBX 401(K) PLAN
$3.6M · 58 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
