Original filing (PDF)20251015142523NAL0004824801002

YOUNG CONAWAY STARGATT & TAYLOR, LLP

Name: YOUNG CONAWAY STARGATT & TAYLOR, LLP — YCS&T RETIREMENT PLAN, Form 5500 (2024)
Creator: YOUNG CONAWAY STARGATT & TAYLOR, LLP

Form 5500

FILING_RECEIVED

YCS&T RETIREMENT PLAN

401(k) retirement plan

Signals · 2

51% in single holdingNo recordkeeper disclosed

Active participants

257

Accounts w/ balance

334

Plan assets (EOY)

$131.4M

Net assets (EOY)

$131.4M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUNG CONAWAY STARGATT & TAYLOR, LLP.

Plan sponsor

Name

YOUNG CONAWAY STARGATT & TAYLOR, LLP

EIN

51-0082644

Address

1000 NORTH KING STREET · WILMINGTON, DE · 19801

Phone

(302) 571-6600

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$91K	—
AFFINITY WEALTH MANAGEMENT LLC	82-3504606	—	NONE	$44K	—
LPL FINANCIAL	95-2834236	—	NONE	$19K	—
WBH ADVISORY INC	52-1470972	—	NONE	$11K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$2K	—