How big is Yrulegui & Roberts' plan?

Yrulegui & Roberts' plan reported $2.1M in assets and 31 participants for 2024.

Original filing (PDF)20250717104024NAL0000050355001

Yrulegui & Roberts

Name: Yrulegui & Roberts — Yrulegui & Roberts 401(k) Plan, Form 5500 (2024)
Creator: Yrulegui & Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yrulegui & Roberts 401(k) Plan

401(k) retirement plan · Yrulegui & Roberts' Yrulegui & Roberts 401(k) Plan held $2.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Joseph Yrulegui signed Yrulegui & Roberts' 2024 Form 5500 as plan administrator.

Joseph Yrulegui — 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

Yrulegui & Roberts' EIN is 94-2752430.

EIN 94-2752430

Plan number 001

Plan year 2024

ACK ID 20250717104024NAL0000050355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yrulegui & Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yrulegui & Roberts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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