How big is Yates Group's plan?

Yates Group's plan reported $2.9M in assets and 17 participants for 2025.

Original filing (PDF)20260515114649NAL0011686432001

Yates Group

Name: Yates Group — Yates Group 401(k) Plan, Form 5500 (2025)
Creator: Yates Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yates Group 401(k) Plan

401(k) retirement plan · Yates Group's Yates Group 401(k) Plan held $2.9M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Yates Group's EIN is 75-1534935.

EIN 75-1534935

Plan number 002

Plan year 2025

ACK ID 20260515114649NAL0011686432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Yates Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Yates Group's plan includes profit-sharing, 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 YATES GROUP.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

YATES GROUP

EIN

all filings

Address

2015 GALLERIA OAKES · TEXARKANA, TX · 75503

Phone

(903) 336-6246

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2D · Offset of another plan

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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