Retirement plan

YANG AND CHEN'S LLC 401(K) PLAN

Name: YANG AND CHEN'S LLC - YANG AND CHEN'S LLC 401(K) PLAN (2025) Form 5500
Creator: YANG AND CHEN'S LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YANG AND CHEN'S LLC 401(K) PLAN, YANG AND CHEN'S LLC

YANG AND CHEN'S LLCEIN 45-5198957Plan #001PY 2025

915 CHESTNUT ST - ORANGEBURG, SC 29115803-928-9644

Other plans on this EIN

1 filing

#002Retirement-$951K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$432K

+50.8% from 2024

Total participants

0.0% from 2024

Average account balance

$53,998

+50.8% from 2024

Annual return

19.60%

+5.88 pp from 2024

Benchmarks

See 10,528 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort10,528 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$432K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$138

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$183 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.255%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,998

$69,118-21.9%

$53,647+0.7%

$138,895-61.1%

Participation rate

100.0%

64.0%+36.0pp

56.3%+43.7pp

79.9%+20.1pp

Annual return

19.60%

248.26%-228.7pp

358.33%-338.7pp

145.39%-125.8pp

Employer contribution / active EE

$5,951

$1,189+400.3%

$962+518.6%

$4,194+41.9%

Participant deferral / active EE

$9,083

$2,274+299.4%

$1,813+401.0%

$6,396+42.0%

Admin fee / account holder

$138

$2,724-95.0%

$2,460-94.4%

$12,562-98.9%

YANG AND CHEN'S LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YANG AND CHEN'S LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion