How big is Yield Solutions Group's plan?

Yield Solutions Group's plan reported $3.5M in assets and 180 participants for 2024.

Original filing (PDF)20251015125907NAL0002445043001

Yield Solutions Group

Name: Yield Solutions Group — Yield Solutions Group 401(k), Form 5500 (2024)
Creator: Yield Solutions Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Yield Solutions Group 401(k) Retirement Plan

401(k) retirement plan · Yield Solutions Group's Yield Solutions Group 401(k) Retirement Plan held $3.5M in plan assets for 180 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

Late participant contributionsNo ERISA fidelity bond100% in single holding

Active participants

180

Accounts w/ balance

217

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Yield Solutions Group's EIN is 81-1471792.

EIN 81-1471792

Plan number 001

Plan year 2024

ACK ID 20251015125907NAL0002445043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yield Solutions Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yield Solutions Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YIELD SOLUTIONS GROUP.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 196K (25% of contributions).
No ERISA fidelity bond reported.
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

YIELD SOLUTIONS GROUP

EIN

all filings

Address

5775 DTC BLVD, SOUTH BUILDING · FLOOR 4 · GREENWOOD VILLAGE, CO · 80111

Phone

(720) 405-2500

Industry

Finance & Insurance

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$22K	—

Investments

1 pooled fund· $3.4M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.