Plan Snapshot
- Plan Sponsor: Yates Services, LLC
- Sponsor EIN: 680523908
- Sponsor Address: P.O. BOX 291, JACKSON, MS, 39205
- Plan Type: 401(k)
- Total Participants: 2,035
- Total Assets: $91.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,035 | $91.6M | $4.1M | $4.4M |
| 2023 | 1,917 | $81.8M | $4.3M | $3.6M |
| 2022 | 1,709 | $70.2M | $2.9M | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $196,124 | — | $196,124 |
| TRUSTMARK NATIONAL BANK | Other Service Provider | $118,849 | — | $118,849 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $37,932 | — | $37,932 |
| YOUNG WELLS WILLIAMS PA | Custodian / Trustee | $10,419 | — | $10,419 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNG WELLS WILLIAMS PA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $363,324
- Estimated Expense Ratio: 0.397% 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 | $375,304 | $156,811 | — | — | — |
| 2023 | $353,145 | $137,198 | — | $48,473 | — |
| 2022 | $433,587 | $138,765 | $59,195 | — | $24,546 |