How big is Yoder Wealth Management, Inc.'s plan?

Yoder Wealth Management, Inc.'s plan reported $773K in assets and 3 participants for 2025.

Original filing (PDF)20260209125523NAL0001099187001

Yoder Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Yoder Wealth Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Yoder Wealth Management, Inc.'s Yoder Wealth Management, Inc. Cash Balance Plan held $773K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

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

ANAT N 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, Inc.'s EIN is 85-3516552.

EIN 85-3516552

Plan number 002

Plan year 2025

ACK ID 20260209125523NAL0001099187001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Yoder Wealth Management, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score