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Original filing (PDF)20250225111107NAL0008323107001
W.T. YOUNG, LLC
Form 5500-SF
FILING_RECEIVED
W. T. YOUNG, LLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
59
Accounts w/ balance
68
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.T. YOUNG, LLC.
Plan sponsor
Name
W.T. YOUNG, LLC
EIN
61-0545498
Address
PO BOX 1110 · LEXINGTON, KY · 405881110
Phone
(859) 266-1136
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-02-25
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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