How big is Young Knight & Oberholtzer LLC's plan?

Young Knight & Oberholtzer LLC's plan reported $168K in assets and 2 participants for 2024.

Original filing (PDF)20260214072044NAL0002692754001

Young Knight & Oberholtzer LLC

Name: Young Knight & Oberholtzer LLC — Young, Knight &, Form 5500 (2024)
Creator: Young Knight & Oberholtzer LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Young, Knight & Oberholtzer Plan

401(k) retirement plan · Young Knight & Oberholtzer LLC's Young, Knight & Oberholtzer Plan held $168K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

William Young signed Young Knight & Oberholtzer LLC's 2024 Form 5500 as plan administrator.

William Young — 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

Young Knight & Oberholtzer LLC's EIN is 81-1695458.

EIN 81-1695458

Plan number 001

Plan year 2024

ACK ID 20260214072044NAL0002692754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Young Knight & Oberholtzer LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Young Knight & Oberholtzer LLC'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 YOUNG KNIGHT & OBERHOLTZER LLC.

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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

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).

Plan sponsor

Name

YOUNG KNIGHT & OBERHOLTZER LLC

EIN

all filings

Address

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

Phone

(210) 824-0319

Industry

Finance & Insurance

Plan administrator