Original filing (PDF)20250422152928NAL0004476353001

YELLOWSTONE TRUST ADMINISTRATION, INC.

Name: YELLOWSTONE TRUST ADMINISTRATION, INC. — YELLOWSTONE TRUST ADMINISTRATION, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: YELLOWSTONE TRUST ADMINISTRATION, INC.

Form 5500-SF

FILING_RECEIVED

YELLOWSTONE TRUST ADMINISTRATION, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YELLOWSTONE TRUST ADMINISTRATION, INC..

Plan sponsor

Name

YELLOWSTONE TRUST ADMINISTRATION, INC.

EIN

84-1404591

Address

2070 OVERLAND AVENUE, SUITE 104 · BILLINGS, MT · 59102

Phone

(406) 861-5000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator