How big is Yonah Capital Ltd. Co., LLC's plan?

Yonah Capital Ltd. Co., LLC's plan reported $536K in assets and 196 participants for 2024.

Original filing (PDF)20251009073406NAL0015448626001

Yonah Capital Ltd. Co., LLC

Name: Yonah Capital Ltd. Co., LLC — Yonah Capital, Form 5500 (2024)
Creator: Yonah Capital Ltd. Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yonah Capital Retirement Savings Plan

401(k) retirement plan · Yonah Capital Ltd. Co., LLC's Yonah Capital Retirement Savings Plan held $536K in plan assets for 196 participants in 2024.

Signals · 1

No auditor on file

Active participants

196

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

Ashley Moreland signed Yonah Capital Ltd. Co., LLC's 2024 Form 5500 as plan administrator.

Ashley Moreland — 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

Yonah Capital Ltd. Co., LLC's EIN is 87-1448161.

EIN 87-1448161

Plan number 001

Plan year 2024

ACK ID 20251009073406NAL0015448626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yonah Capital Ltd. Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yonah Capital Ltd. Co., LLC'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 YONAH CAPITAL LTD. CO., LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score