How big is Yankee Trace Woods' plan?

Yankee Trace Woods' plan reported $1K in assets and 2 participants for 2023.

Original filing (PDF)20250327132924NAL0012389907001

Yankee Trace Woods

Name: Yankee Trace Woods — Yankee Trace Woods SOCA Benefit, Form 5500 (2023)
Creator: Yankee Trace Woods
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yankee Trace Woods SOCA Benefit Plan

Health & welfare plan · Yankee Trace Woods' Yankee Trace Woods SOCA Benefit Plan held $1K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$328

People on this filing

Matt Appenzeller signed Yankee Trace Woods' 2023 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

Yankee Trace Woods' EIN is 46-3412974.

EIN 46-3412974

Plan number 501

Plan year 2023

ACK ID 20250327132924NAL0012389907001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Yankee Trace Woods from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Yankee Trace Woods' plan includes health coverage.

Decision-maker contacts

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

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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