Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
YORK & ASSOCIATES
EIN 31-1737114bankingLatest filing 2025
Plans
3
Retirement
2
$8.6M assets
Welfare
1
Participants
33
200 EAST BROADWAY SUITE 200, SUITE 200 - BOCA GRANDE, FL 33921740-587-0404yorkexecutivesearch.comLinkedIn11-50 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 33 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
YORK & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.9M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
YORK & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
YORK AND ASSOCIATES SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YORK & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.9M | 16 | 2025 | |
| 002 | YORK & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.7M | 17 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | YORK AND ASSOCIATES SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans