How big is Yukon Wealth Management, Inc.'s plan?

Yukon Wealth Management, Inc.'s plan reported $4.1M in assets and 3 participants for 2025.

Original filing (PDF)20260316132710NAL0002985506001

Yukon Wealth Management, Inc.

Name: Yukon Wealth Management, Inc. — Yukon Wealth, Form 5500 (2025)
Creator: Yukon Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yukon Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Yukon Wealth Management, Inc.'s Yukon Wealth Management, Inc. 401(k) Plan held $4.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Yukon Wealth Management, Inc.'s EIN is 48-1156653.

EIN 48-1156653

Plan number 001

Plan year 2025

ACK ID 20260316132710NAL0002985506001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Yukon Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Yukon Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YUKON WEALTH MANAGEMENT, 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

Helping the score