# West Yost & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/west-yost-associates-inc-401k-plan

> West Yost & Associates, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Yost & Associates, INC.

- **Sponsor EIN:** 680370826

- **Sponsor Address:** 2020 RESEARCH PARK DRIVE, DAVIS, CA, 956186148

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

- **Total Participants:** 227

- **Total Assets:** $51.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|227|$51.2M|$1.6M|$2.8M|

| 2023|220|$43.4M|$1.4M|$2.6M|

| 2022|201|$34.5M|$1.2M|$2.4M|

## 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|

| CAP FINANCIAL PARTNERS LLC|INVESTMENT ADVISORY|$97,171|$8|$97,179|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$78,540|—|$78,540|

| CAMPBELL TAYLOR WASHBURN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,719

- **Estimated Expense Ratio:** 0.343% 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|$175,711|$97,171|$78,540|—|—|

| 2023|$58,040|—|$58,040|—|—|

| 2022|$44,174|—|$44,174|—|—|

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