Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
THE DAVID J YVARS GROUP INC
EIN 93-1744164Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 12 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
THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.9M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE DAVID J. YVARS GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.9M | 9 | 2025 | |
| 002 | THE DAVID J. YVARS GROUP, INC. CASH BALANCE PLAN | CashBalance | $2.8M | 3 | 2024 |
Retirement plans