Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
YLS FINANCIAL SERVICES INC.
EIN 45-2478012Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
7
668 CARUSO AVE - GLENDALE, CA 912101519626-203-9359
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 7 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
YLS FINANCIAL SERVICES INC DB PLAN
TraditionalDB
Assets$4.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
YLS FINANCIAL & INSURANCE SERVICES INC. PROFIT SHARING 401(K) PLAN
401k
Assets$1.7M
Participants4
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 | YLS FINANCIAL SERVICES INC DB PLAN | TraditionalDB | $4.3M | 3 | 2024 | |
| 001 | YLS FINANCIAL & INSURANCE SERVICES INC. PROFIT SHARING 401(K) PLAN | 401k | $1.7M | 4 | 2025 |
Retirement plans