How big is Yoder Wealth Management's plan?

Yoder Wealth Management's plan reported $3.7M in assets and 3 participants for 2025.

Original filing (PDF)20260220083513NAL0009196737001

Yoder Wealth Management

Name: Yoder Wealth Management — Yoder Wealth Management, Form 5500 (2025)
Creator: Yoder Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yoder Wealth Management 401(k) Plan

401(k) retirement plan · Yoder Wealth Management's Yoder Wealth Management 401(k) Plan held $3.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

ANAT Yoder signed Yoder Wealth Management's 2025 Form 5500 as plan administrator.

ANAT Yoder — 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

Yoder Wealth Management's EIN is 85-3516552.

EIN 85-3516552

Plan number 001

Plan year 2025

ACK ID 20260220083513NAL0009196737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Yoder Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Yoder Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YODER WEALTH MANAGEMENT.

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