How big is Phillip YEE & Co Inc.'s plan?

Phillip YEE & Co Inc.'s plan reported $452K in assets and 4 participants for 2024.

Original filing (PDF)20250923074403NAL0005434641001

Phillip YEE & Co Inc.

Name: Phillip YEE & Co Inc. — Phillip YEE & Co Inc. 401(k), Form 5500 (2024)
Creator: Phillip YEE & Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip YEE & Co Inc. 401(k) Plan

401(k) retirement plan · Phillip YEE & Co Inc.'s Phillip YEE & Co Inc. 401(k) Plan held $452K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan identifiers

Phillip YEE & Co Inc.'s EIN is 47-4382243.

EIN 47-4382243

Plan number 001

Plan year 2024

ACK ID 20250923074403NAL0005434641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillip YEE & Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillip YEE & Co Inc.'s plan includes profit-sharing, 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 PHILLIP YEE & CO INC.

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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