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YUET CHEONG & CO., INC. — YUET CHEONG & CO., INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251009113629NAL0006517089001
YUET CHEONG & CO., INC.
Form 5500-SF
FILING_RECEIVED
YUET CHEONG & CO., INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
6
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
YUET CHEONG & CO., INC.
.
Find decision makers
Plan sponsor
Name
YUET CHEONG & CO., INC.
EIN
94-3063246
Address
2050 JERROLD AVE · SAN FRANCISCO, CA · 94124
Phone
(415) 920-8900
Industry
Wholesale Trade
see 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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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EIGHT POINT DISTRIBUTORS, INC.
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INTER-OCEAN SEAFOOD TRADER
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Knocking points off
Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.1M · 7 participants
HYATTS MARKET, INC.
HYATT'S MARKET, INC. 401(K) PLAN
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