Plan Snapshot
- Plan Sponsor: Yancey Bros. Co
- Sponsor EIN: 580515740
- Sponsor Address: 330 LEE INDUSTRIAL BLVD., AUSTELL, GA, 30168
- Plan Type: 401(k)
- Total Participants: 2,186
- Total Assets: $231.8M
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 | 2,186 | $231.8M | $10.5M | $14.5M |
| 2023 | 1,838 | $203.6M | $9.2M | $12.3M |
| 2022 | 1,625 | $167.9M | $8.5M | $10.9M |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.006% 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 | $378,837 | $100,000 | — | $15,000 | — |
| 2023 | $284,621 | $25,000 | — | $20,000 | — |
| 2022 | $169,286 | $25,000 | — | — | $20,000 |