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
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YERKES FINANCIAL, LLC.
Plan sponsor
Name
YERKES FINANCIAL, LLC
EIN
85-3275022
Address
W233N2080 RIDGEVIEW PKWY, STE 203 · WAUKESHA, WI · 53188
Phone
(262) 522-8484
Industry
CPA Offices· Professional & Technical Servicessee all
