How big is Yorkshire West Realty Advisors, LP's plan?

Yorkshire West Realty Advisors, LP's plan reported $258K in assets and 4 participants for 2024.

Original filing (PDF)20250501150140NAL0007017842001

Yorkshire West Realty Advisors, LP

Name: Yorkshire West Realty Advisors, LP — Yorkshire West, Form 5500 (2024)
Creator: Yorkshire West Realty Advisors, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yorkshire West Realty Advisors 401(k) Plan

401(k) retirement plan · Yorkshire West Realty Advisors, LP's Yorkshire West Realty Advisors 401(k) Plan held $258K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Tracie Shaw signed Yorkshire West Realty Advisors, LP's 2024 Form 5500 as plan administrator.

Tracie Shaw — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Yorkshire West Realty Advisors, LP's EIN is 75-2919316.

EIN 75-2919316

Plan number 001

Plan year 2024

ACK ID 20250501150140NAL0007017842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yorkshire West Realty Advisors, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yorkshire West Realty Advisors, LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YORKSHIRE WEST REALTY ADVISORS, LP.

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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