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  1. Companies/
  2. Yates, LLC

Filings through Oct 24, 2026.

Yates, LLC

EIN 87-3779035-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$29.2M assets
Health & Benefits
0
Participants
166
2800 CENTURY PKWY NE STE 300 - ATLANTA, GA 30345404-633-4321
Plans on this EIN
1 filing
#001401(k)-$29.2M - 166 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

YATES INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401(k)

Assets$29.2M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001YATES INSURANCE AGENCY, INC. PROFIT SHARING PLAN401(k)$29.2M1662025
  • YATES INSURANCE AGENCY, INC. PROFIT SHARING PLAN$29.2M
    #001 · 401(k) · 2025166
Retirement plans
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