How big is Daniel Y. YEE's plan?

Daniel Y. YEE's plan reported $496K in assets and 3 participants for 2024.

Original filing (PDF)20251014194855NAL0001784115001

Daniel Y. YEE

Name: Daniel Y. YEE — Daniel Y. YEE 401(k) Plan, Form 5500 (2024)
Creator: Daniel Y. YEE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Y. YEE 401(k) Plan

401(k) retirement plan · Daniel Y. YEE's Daniel Y. YEE 401(k) Plan held $496K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

Plan identifiers

Daniel Y. YEE's EIN is 81-1975810.

EIN 81-1975810

Plan number 002

Plan year 2024

ACK ID 20251014194855NAL0001784115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Y. YEE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Y. YEE's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL Y. YEE.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

DANIEL Y. YEE

EIN

all filings

Address

6905 MAGNOLIA AVE · RIVERSIDE, CA · 92506

Phone

(951) 479-1064

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Myriad Fleet, LLC

Myriad Fleet, LLC 401(k) Retirement Plan

$496K · 112 participants

Riley Whalen Inc.

Riley Whalen, Inc.

$497K · 5 participants

North Compass Financial Advisors, Inc.

North Compass Financial Advisors, Inc. 401(k) Plan

$490K · 2 participants

Teixeira Financial Services in

Teixeira Financial Services in 401(k) Profit Sharing Plan & Trust

$489K · 8 participants

Kaizen Financial Strategies, LLC

Kaizen Financial Strategies, LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.