Original filing (PDF)20260214072044NAL0002692754001

YOUNG KNIGHT & OBERHOLTZER LLC

Name: YOUNG KNIGHT & OBERHOLTZER LLC — YOUNG, KNIGHT & OBERHOLTZER PLAN, Form 5500 (2024)
Creator: YOUNG KNIGHT & OBERHOLTZER LLC

Form 5500-SF

FILING_RECEIVED

YOUNG, KNIGHT & OBERHOLTZER PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOUNG KNIGHT & OBERHOLTZER LLC.

Plan sponsor

Name

YOUNG KNIGHT & OBERHOLTZER LLC

EIN

81-1695458all filings

Address

8602 CROWNHILL BLVD · STE 102 · SAN ANTONIO, TX · 78209

Phone

(210) 824-0319

Industry