Original filing (PDF)20251014134724NAL0001449027001

YEZZI ASSOCIATES, LLC

Name: YEZZI ASSOCIATES, LLC — YEZZI ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: YEZZI ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

YEZZI ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YEZZI ASSOCIATES, LLC.

Plan sponsor

Name

YEZZI ASSOCIATES, LLC

EIN

85-3991981all filings

Address

18 WASHINGTON ST · TOMS RIVER, NJ · 087537643

Phone

(732) 240-3433

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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