Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM H. YEOMANS, INC.
EIN 22-1891620individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
143 ROSELAND AVENUE - CALDWELL, NJ 07006973-228-2995LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILLIAM H. YEOMANS, INC. 401(K) PLAN
401k
Assets$1.5M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
WILLIAM H. YEOMANS, INC. CASH BALANCE PLAN
CashBalance
Assets$317K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM H. YEOMANS, INC. 401(K) PLAN | 401k | $1.5M | 8 | 2025 | |
| 003 | WILLIAM H. YEOMANS, INC. CASH BALANCE PLAN | CashBalance | $317K | 5 | 2024 |
Retirement plans