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YATES BROKERAGE SERVICES INC.

EIN 45-2909700-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$480K assets
Welfare
0
Participants
3
4 VISTA DRIVE - BALDWIN PLACE, NY 10505646-208-8798
Plans on this EIN
1 filing
#001401k-$480K - 3 part

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Retirement#001

YATES BROKERAGE SERVICES INC. 401(K) PROFIT SHARING PLAN

401k

Assets$480K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YATES BROKERAGE SERVICES INC. 401(K) PROFIT SHARING PLAN401k$480K32025
Retirement plans
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