Plan Snapshot
- Plan Sponsor: Yeo & Yeo Employees, INC.
- Sponsor EIN: 383506976
- Sponsor Address: 5300 BAY RD SUITE 100, SAGINAW, MI, 48604
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 327
- Total Assets: $56.4M
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. |
|---|---|---|---|---|
| 2025 | 327 | $56.4M | $0 | $0 |
| 2024 | 243 | $50.3M | $648,724 | $2.1M |
| 2023 | 226 | $42.6M | $587,356 | $2.0M |
| 2022 | 219 | $35.1M | $505,440 | $1.9M |
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 |
|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | Other Service Provider | $141,769 | — | $141,769 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,769
- Estimated Expense Ratio: 0.251% 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 |
|---|---|---|---|---|---|
| 2025 | $5,257,972 | $65,101 | — | — | — |
| 2024 | $102,120 | $43,903 | — | — | — |
| 2023 | $80,287 | $25,836 | — | — | — |
| 2022 | $72,223 | — | — | — | — |