Plan Snapshot
- Plan Sponsor: Yahoo Holdings INC
- Sponsor EIN: 813443155
- Sponsor Address: 770 BROADWAY, 9TH FLOOR, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 3,916
- Total Assets: $1.2B
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 | 3,916 | $1.2B | $49.2M | $79.7M |
| 2023 | 4,480 | $982.3M | $50.7M | $87.9M |
| 2022 | 4,996 | $732.7M | $56.6M | $98.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $218,554 | — | $218,554 |
| CARON AND BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON AND BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,554
- Estimated Expense Ratio: 0.018% 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 | $360,469 | — | $900 | — | — |
| 2023 | $449,339 | — | $1,500 | — | — |
| 2022 | $326,184 | — | — | — | — |