# Yates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/yates-llc-401k-plan

> Yates, LLC's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yates, LLC

- **Sponsor EIN:** 873779035

- **Sponsor Address:** 2800 CENTURY PKWY NE STE 300, ATLANTA, GA, 303453140

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

- **Total Participants:** 130

- **Total Assets:** $25.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|130|$25.0M|$237,390|$1.2M|

| 2023|120|$23.5M|$0|$895,586|

| 2022|112|$21.8M|$195,645|$898,197|

## 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|

| MSTILLER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MSTILLER LLC](https://planprovider.pro/provider/mstiller-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$112,029|$60,512|$5,249|—|—|

| 2023|$107,844|—|$107,844|—|—|

| 2022|$85,185|—|$85,185|—|—|

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