How big is Yellowbrick Data, Inc.'s plan?

Yellowbrick Data, Inc.'s plan reported $9.6M in assets and 63 participants for 2024.

Original filing (PDF)20251010143914NAL0004710291001

Yellowbrick Data, Inc.

Name: Yellowbrick Data, Inc. — Yellowbrick Data 401(k), Form 5500 (2024)
Creator: Yellowbrick Data, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yellowbrick Data 401(k) Plan

401(k) retirement plan · Yellowbrick Data, Inc.'s Yellowbrick Data 401(k) Plan held $9.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

Plan identifiers

Yellowbrick Data, Inc.'s EIN is 47-3605506.

EIN 47-3605506

Plan number 001

Plan year 2024

ACK ID 20251010143914NAL0004710291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yellowbrick Data, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yellowbrick Data, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score