How big is Yrefy LLC's plan?

Yrefy LLC's plan reported $2.2M in assets and 148 participants for 2025.

Original filing (PDF)20260430154510NAL0000070915001

Yrefy LLC

Name: Yrefy LLC — Yrefy LLC 401(k) Plan, Form 5500 (2025)
Creator: Yrefy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yrefy LLC 401(k) Plan

401(k) retirement plan · Yrefy LLC's Yrefy LLC 401(k) Plan held $2.2M in plan assets for 148 participants in 2025.

Signals · 1

No auditor on file

Active participants

148

Accounts w/ balance

154

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Lateef Harris signed Yrefy LLC's 2025 Form 5500 as plan administrator.

Lateef Harris — 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

Yrefy LLC's EIN is 83-1187879.

EIN 83-1187879

Plan number 001

Plan year 2025

ACK ID 20260430154510NAL0000070915001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Yrefy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Yrefy LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

YREFY LLC

EIN

all filings

Address

6910 E. CHAUNCEY LANE, SUITE 130 · SCOTTSDALE, AZ · 85054

Phone

(623) 263-6715

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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