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  2. YATES CLEANING, INC.
Sponsor portfolio

YATES CLEANING, INC.

EIN 45-2909443-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
11
7370 KINGSGATE WAY, SUITE H - WEST CHESTER, OH 45069513-834-8252
Plans on this EIN
2 filings
#001401k-$1.1M - 6 part#002CashBalance-$962K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CLEANING, INC. 401(K) (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLEANING, INC. 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

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 CLEANING, INC. 401(K) PLAN

401k

Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YATES CLEANING, INC. CASH BALANCE PLAN

CashBalance

Assets$962K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YATES CLEANING, INC. 401(K) PLAN401k$1.1M62025
002YATES CLEANING, INC. CASH BALANCE PLANCashBalance$962K52025
Retirement plans
Welfare plans
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