How big is Yellowwood Wealth Solutions' plan?

Yellowwood Wealth Solutions' plan reported $348K in assets and 5 participants for 2024.

Original filing (PDF)20250513101245NAL0017664353001

Yellowwood Wealth Solutions

Name: Yellowwood Wealth Solutions — Yellowwood Wealth, Form 5500 (2024)
Creator: Yellowwood Wealth Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yellowwood Wealth Solutions 401(k) Plan

401(k) retirement plan · Yellowwood Wealth Solutions' Yellowwood Wealth Solutions 401(k) Plan held $348K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Leslie W. Watson signed Yellowwood Wealth Solutions' 2024 Form 5500 as plan administrator.

Leslie W. Watson — 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

Yellowwood Wealth Solutions' EIN is 83-2381658.

EIN 83-2381658

Plan number 001

Plan year 2024

ACK ID 20250513101245NAL0017664353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yellowwood Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yellowwood Wealth Solutions' plan includes 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 YELLOWWOOD WEALTH SOLUTIONS.

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