How big is Yergey Insurance Services, LLC's plan?

Yergey Insurance Services, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250403150119NAL0015923376001

Yergey Insurance Services, LLC

Name: Yergey Insurance Services, LLC — Yergey Insurance, Form 5500 (2024)
Creator: Yergey Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yergey Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Yergey Insurance Services, LLC's Yergey Insurance Services, LLC 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Yergey Insurance Services, LLC's EIN is 81-4948303.

EIN 81-4948303

Plan number 001

Plan year 2024

ACK ID 20250403150119NAL0015923376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yergey Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yergey Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YERGEY INSURANCE SERVICES, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score