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TREVOR YATES INS. AND FINANCIAL

EIN 47-4344410-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$183K assets
Welfare
0
Participants
3
201 N MERIDIAN ST, SUITE A - NEWBERG, OR 97132503-538-1414
Plans on this EIN
1 filing
#001401k-$183K - 3 part

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Retirement#001

TREVOR YATES INS. AND FINANCIAL 401(K) PLAN

401k

Assets$183K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREVOR YATES INS. AND FINANCIAL 401(K) PLAN401k$183K32025
Retirement plans
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