How big is Yates Anderson LLC's plan?

Yates Anderson LLC's plan reported $180K in assets and 4 participants for 2024.

Original filing (PDF)20251124083955NAL0000879747001

Yates Anderson LLC

Name: Yates Anderson LLC — Yates Anderson LLC 401(k) Plan, Form 5500 (2024)
Creator: Yates Anderson LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yates Anderson LLC 401(k) Plan

401(k) retirement plan · Yates Anderson LLC's Yates Anderson LLC 401(k) Plan held $180K in plan assets for 4 participants in 2024.

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

John Yates signed Yates Anderson LLC's 2024 Form 5500 as plan administrator.

John Yates — 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

Yates Anderson LLC's EIN is 87-4034504.

EIN 87-4034504

Plan number 001

Plan year 2024

ACK ID 20251124083955NAL0000879747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yates Anderson LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yates Anderson LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off