Original filing (PDF)20250717104024NAL0000050355001

YRULEGUI & ROBERTS

Name: YRULEGUI & ROBERTS — YRULEGUI & ROBERTS 401(K) PLAN, Form 5500 (2024)
Creator: YRULEGUI & ROBERTS

Form 5500-SF

FILING_RECEIVED

YRULEGUI & ROBERTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YRULEGUI & ROBERTS.

Plan sponsor

Name

YRULEGUI & ROBERTS

EIN

94-2752430

Address

5250 N. PALM AVE. STE. 402 · FRESNO, CA · 93704

Phone

(559) 222-0660

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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