# Yeo & Yeo Employees, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yeo-yeo-employees-inc-401k-plan

> Yeo & Yeo Employees, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 243

- **Total Assets:** $50.3M

## 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|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|N/A|$102,120|—|$102,120|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AVANTAX RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/avantax-planning-partners-inc) — N/A

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,120

- **Estimated Expense Ratio:** 0.203% 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|$102,120|$43,903|—|—|—|

| 2023|$80,287|$25,836|—|—|—|

| 2022|$72,223|—|—|—|—|

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- [Rehmann LLC](https://planprovider.pro/companies/rehmann-llc-401k-plan) — 1,009 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yeo-yeo-employees-inc-401k-plan)

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