Original filing (PDF)20251013150614NAL0000742771001

YOXALL, ANTRIM, YOXALL &

Name: YOXALL, ANTRIM, YOXALL & — YOXALL, ANTRIM, YOXALL & FITZGERALD & MCCAFFREY, LLP, Form 5500 (2024)
Creator: YOXALL, ANTRIM, YOXALL &

Form 5500-SF

FILING_RECEIVED

YOXALL, ANTRIM, YOXALL & FITZGERALD & MCCAFFREY, LLP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

YOXALL, ANTRIM, YOXALL &

EIN

48-0804615

Address

101 WEST 4TH STREET · LIBERAL, KS · 67901

Phone

(620) 624-8444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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