How big is YTS Wealth Management's plan?

YTS Wealth Management's plan reported $446K in assets and 30 participants for 2024.

Original filing (PDF)20251015105518NAL0009198162001

YTS Wealth Management

Name: YTS Wealth Management — YTS Wealth Management 401(k), Form 5500 (2024)
Creator: YTS Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YTS Wealth Management 401(k) Plan

401(k) retirement plan · YTS Wealth Management's YTS Wealth Management 401(k) Plan held $446K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

People on this filing

Nicholas Subich signed YTS Wealth Management's 2024 Form 5500 as plan administrator.

Nicholas Subich — 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

YTS Wealth Management's EIN is 83-3890867.

EIN 83-3890867

Plan number 001

Plan year 2024

ACK ID 20251015105518NAL0009198162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

YTS Wealth Management'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 YTS WEALTH MANAGEMENT.

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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