Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JD YEATTS & SON INC.
EIN 54-1220405Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
45
920 INDUSTRIAL AVE - DANVILLE, VA 24541434-222-8757
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 45 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
J.D. YEATTS & SON, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.D. YEATTS & SON, INC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants21
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 | J.D. YEATTS & SON, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 24 | 2025 | |
| 002 | J.D. YEATTS & SON, INC CASH BALANCE PLAN | CashBalance | $1.1M | 21 | 2024 |
Retirement plans