Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES YOUNG COMPANY INC
EIN 27-1499901real estateLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 14 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
CHARLES YOUNG COMPANY PENSION PLAN
TraditionalDB
Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES YOUNG COMPANY RETIREMENT PLAN
401k
Assets$524K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLES YOUNG COMPANY PENSION PLAN | TraditionalDB | $2.5M | 7 | 2024 | |
| 001 | CHARLES YOUNG COMPANY RETIREMENT PLAN | 401k | $524K | 7 | 2025 |
Retirement plans