How big is Yellowstone Wealth Management's plan?

Yellowstone Wealth Management's plan reported $8K in assets for 2024.

Original filing (PDF)20250605174743NAL0011734609001

Yellowstone Wealth Management

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Yellowstone Wealth Management reported $8K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Yellowstone Wealth Management's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Yellowstone Wealth Management's EIN is 92-0767230.

EIN 92-0767230

Plan number 001

Plan year 2024

ACK ID 20250605174743NAL0011734609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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