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Sponsor portfolio

YETTER COLEMAN LLP

EIN 76-0542798-law practice-Latest filing 2024
Plans
2
Retirement
2
$32.6M assets
Welfare
0
Participants
153
811 MAIN STREET, SUITE 4100 - HOUSTON, TX 77002713-632-8008yettercoleman.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$26.4M - 92 part#002CashBalance-$6.2M - 61 part

Retirement portfolio analytics

2 plans aggregated / $32.6M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $32.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)92
  • CASH BALANCE PLAN (#002)61
Total 153Click 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

YETTER COLEMAN LLP 401(K) PROFIT SHARING PLAN

401k

Assets$26.4M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YETTER COLEMAN LLP CASH BALANCE PLAN

CashBalance

Assets$6.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YETTER COLEMAN LLP 401(K) PROFIT SHARING PLAN401k$26.4M922024
002YETTER COLEMAN LLP CASH BALANCE PLANCashBalance$6.2M612024
Retirement plans
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