# The Yates Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-yates-companies-inc-401k-plan

> The Yates Companies, INC.'s 401(k) plan: 3,755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Yates Companies, INC.

- **Sponsor EIN:** 640893270

- **Sponsor Address:** P.O. BOX 291, JACKSON, MS, 39205

- **Plan Type:** 401(k)

- **Total Participants:** 3,755

- **Total Assets:** $154.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,755|$154.1M|$6.2M|$12.6M|

| 2023|3,862|$132.4M|$5.6M|$11.3M|

| 2022|3,376|$106.1M|$1.1M|$4.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$278,196|—|$278,196|

| TRUSTMARK NATIONAL BANK|NONE|$185,998|—|$185,998|

| EMPOWER ADVISORY GROUP, LLC|NONE|$81,166|—|$81,166|

| REA SHAW GIFFIN & STUART LLP|NONE|$43,030|—|$43,030|

| REA, SHAW, GIFFIN & STUART LLP|Auditor|$43,030|—|$43,030|

| YOUNG WELLS WILLIAMS PA|NONE|$26,781|—|$26,781|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YOUNG WELLS WILLIAMS PA](https://planprovider.pro/provider/young-wells-williams-pa) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $658,201

- **Estimated Expense Ratio:** 0.427% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$615,171|$267,164|—|$43,030|—|

| 2023|$451,698|$199,879|—|$47,275|—|

| 2022|$248,845|$102,408|$9,887|—|$23,540|

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