Younger Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Younger Associates, INC.
  • Sponsor EIN: 621678509
  • Sponsor Address: 97 DIRECTORS ROW, JACKSON, TN, 38305
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202512$3.1M$31,329$126,340
202410$2.5M$26,457$103,166
202310$2.2M$27,193$112,015
20229$1.9M$28,081$95,994

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