How big is Yates Pharmacy's plan?

Yates Pharmacy's plan reported $1.3M in assets and 12 participants for 2024.

Original filing (PDF)20250916104451NAL0004878738001

Yates Pharmacy

Name: Yates Pharmacy — Yates Pharmacy 401(k) Plan, Form 5500 (2024)
Creator: Yates Pharmacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yates Pharmacy 401(k) Plan

401(k) retirement plan · Yates Pharmacy's Yates Pharmacy 401(k) Plan held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Scott Yates signed Yates Pharmacy's 2024 Form 5500 as plan administrator.

Scott Yates — 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

Yates Pharmacy's EIN is 46-3564631.

EIN 46-3564631

Plan number 001

Plan year 2024

ACK ID 20250916104451NAL0004878738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Yates Pharmacy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

YATES PHARMACY

EIN

all filings

Address

432 HOPKINSVILLE ROAD · RUSSELLVILLE, KY · 42276

Phone

(270) 726-8451

Industry

Retail Trade

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

2025-09-16

Pension benefit codes

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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