# Yam Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/yam-management-llc-401k-plan

> Yam Management, LLC's 401(k) plan: 889 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yam Management, LLC

- **Sponsor EIN:** 272494772

- **Sponsor Address:** 15475 N 84TH ST, SCOTTSDALE, AZ, 85260

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

- **Total Participants:** 889

- **Total Assets:** $58.7M

## 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|889|$58.7M|$2.0M|$6.9M|

| 2023|1,024|$51.1M|$2.2M|$7.5M|

| 2022|1,256|$38.7M|$2.4M|$7.6M|

## 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|

| ADP, INC.|RECORD KEEPER|$56,903|—|$56,903|

| WELLS FARGO ADVISORS FINANCIAL NETW|INVESTMENT/FINANCIAL ADVI|$45,030|—|$45,030|

| GISH SEIDEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,933

- **Estimated Expense Ratio:** 0.174% 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|$101,935|$59,114|—|—|—|

| 2023|$92,616|$56,140|—|—|—|

| 2022|$83,157|—|—|—|—|

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