How big is CCS Yates Agency LLC's plan?

CCS Yates Agency LLC's plan reported $260 in assets and 2 participants for 2024.

Original filing (PDF)20250729140734NAL0001673251001

CCS Yates Agency LLC

Name: CCS Yates Agency LLC — CCS Yates Agency LLC SOCA, Form 5500 (2024)
Creator: CCS Yates Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCS Yates Agency LLC SOCA Benefit Plan

Health & welfare plan · CCS Yates Agency LLC's CCS Yates Agency LLC SOCA Benefit Plan held $260 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$260

Net assets (EOY)

$92

People on this filing

Matt Appenzeller signed CCS Yates Agency LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

CCS Yates Agency LLC's EIN is 46-1317697.

EIN 46-1317697

Plan number 501

Plan year 2024

ACK ID 20250729140734NAL0001673251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CCS Yates Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CCS Yates Agency LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CCS YATES AGENCY LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score