# Yates Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/yates-services-llc-263596498-502

> Yates Services, LLC's 401(k) plan: 1,798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yates Services, LLC

- **Sponsor EIN:** 263596498

- **Sponsor Address:** 983 NISSAN DRIVE, SMYRNA, TN, 37167

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

- **Plan Number:** 502

- **Total Participants:** 1,798

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,798|$0|$20.6M|$6.7M|

| 2023|1,844|$0|$21.1M|$6.0M|

| 2022|2,065|$0|$19.7M|$6.0M|

## 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|

| BLUE CROSS BLUE SHIELD OF TN|Recordkeeper|$986,197|$256,595|$1,242,792|

| DELTA DENTAL OF TENNESSEE|Recordkeeper|$73,217|—|$73,217|

| MAGELLAN RX MANAGEMENT, LLC|Other Service Provider|$21,439|—|$21,439|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,337,448

### 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|$2,867,568|—|—|$517,627|—|

| 2023|$3,070,401|—|$2,238,822|$831,579|—|

| 2022|$2,489,853|—|—|—|$2,288,202|

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