Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YATES INSURANCE, INC.
EIN 26-1863131Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$643K assets
Welfare
0
Participants
23
3294 SOLOMONS ISLAND ROAD - EDGEWATER, MD 21037410-956-7360
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $643K assets / 23 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#001
YATES INSURANCE, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$512K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YATES INSURANCE, INC. PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$106K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
YATES INSURANCE, INC. 401(K) PLAN AND TRUST
401k
Assets$25K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YATES INSURANCE, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $512K | 6 | 2025 | |
| 002 | YATES INSURANCE, INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $106K | 8 | 2025 | |
| 003 | YATES INSURANCE, INC. 401(K) PLAN AND TRUST | 401k | $25K | 9 | 2025 |
Retirement plans