Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YODER WEALTH MANAGEMENT
EIN 85-3516552Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 6 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
YODER WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$3.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
YODER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$773K
Participants3
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 | YODER WEALTH MANAGEMENT 401(K) PLAN | 401k | $3.7M | 3 | 2025 | |
| 002 | YODER WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $773K | 3 | 2025 |
Retirement plans