Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YOUNG ASSET MANAGEMENT
EIN 81-3625793Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
8101 W. GRANDRIDGE BLVD, STE 130 - KENNEWICK, WA 99336415-823-1403
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 4 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#002
YOUNG ASSET MANAGEMENT DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
YOUNG ASSET MANAGEMENT PROFIT SHARING PLAN
401k
Assets$213K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | YOUNG ASSET MANAGEMENT DEFINED BENEFIT PLAN | TraditionalDB | $1.2M | 2 | 2024 | |
| 001 | YOUNG ASSET MANAGEMENT PROFIT SHARING PLAN | 401k | $213K | 2 | 2024 |
Retirement plans