Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YIM INVESTMENT MGMT., LLC
EIN 51-0604828investment bankingLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 11 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
YIM INVESTMENT MGMT., LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YIM INVESTMENT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$761K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YIM INVESTMENT MGMT., LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.9M | 6 | 2024 | |
| 002 | YIM INVESTMENT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $761K | 5 | 2024 |
Retirement plans