How big is The York Firm's plan?

The York Firm's plan reported $176K in assets and 2 participants for 2024.

Original filing (PDF)20250718151213NAL0002997296001

The York Firm

Name: The York Firm — The York Firm 401(k) Plan, Form 5500 (2024)
Creator: The York Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The York Firm 401(k) Plan

401(k) retirement plan · The York Firm's The York Firm 401(k) Plan held $176K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

People on this filing

Marcus Bowie signed The York Firm's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The York Firm's EIN is 85-2264808.

EIN 85-2264808

Plan number 001

Plan year 2024

ACK ID 20250718151213NAL0002997296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The York Firm from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The York Firm's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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