How big is Yousif Capital Management's plan?

Yousif Capital Management's plan reported $3.4M in assets and 15 participants for 2024.

Original filing (PDF)20250717154452NAL0000601985001

Yousif Capital Management

Name: Yousif Capital Management — Yousif Capital, Form 5500 (2024)
Creator: Yousif Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yousif Capital Management 401(k) Plan

401(k) retirement plan · Yousif Capital Management's Yousif Capital Management 401(k) Plan held $3.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Yousif Capital Management's EIN is 86-1880507.

EIN 86-1880507

Plan number 001

Plan year 2024

ACK ID 20250717154452NAL0000601985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yousif Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yousif Capital Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOUSIF CAPITAL 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