Original filing (PDF)20260701083437NAL0016544624001

Young American Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Young American Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Young American Wealth Management, LLC's Young American Wealth Management, LLC 401(k) Profit Sharing Plan held $404K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$398K

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.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

YOUNG AMERICAN WEALTH MANAGEMENT, LLC

EIN

86-2003784all filings

Address

144 LANDA STREET, SUITE 152 · NEW BRAUNFELS, TX · 78130

Phone

(830) 609-9922

Industry

Finance & Insurance

Plan administrator