Plan Snapshot
- Plan Sponsor: Yeh And Associates, INC.
- Sponsor EIN: 841498347
- Sponsor Address: 2000 CLAY STREET, DENVER, CO, 80211
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $13.4M
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 | 165 | $13.4M | $339,832 | $888,205 |
| 2023 | 157 | $12.8M | $293,679 | $769,597 |
| 2022 | 134 | $11.1M | $285,994 | $656,302 |
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 |
|---|---|---|---|---|
| PALISADE INVESTMENTS LLC | NONE | $15,000 | — | $15,000 |
| THE VANGUARD GROUP, INC. | NONE | $11,375 | — | $11,375 |
| MARTILLARO RAUB AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MARTILLARO RAUB AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,375
- Estimated Expense Ratio: 0.197% 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 | $26,375 | $15,000 | $11,375 | — | — |
| 2023 | $26,254 | $15,000 | $11,254 | — | — |
| 2022 | $25,896 | $15,000 | $10,896 | — | — |