# Yeo & Yeo, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/yeo-yeo-p-c-382706146-503

> Yeo & Yeo, P.C.'s 401(k) plan: 251 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, P.C.

- **Sponsor EIN:** 382706146

- **Sponsor Address:** 5300 BAY ROAD, SUITE 100, SAGINAW, MI, 48604

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

- **Plan Number:** 503

- **Total Participants:** 251

- **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.|

| 2025|251|$0|$0|$0|

| 2024|251|$0|$0|$0|

| 2023|230|$0|$0|$0|

| 2022|219|$0|$0|$0|

## 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 MICHIGAN|Recordkeeper|$187,366|—|$187,366|

| ROBERT J DOTSON JR|Insurance Carrier|$54,259|—|$54,259|

| SAGINAW BAY UNDERWRITERS|Insurance Carrier|$5,902|—|$5,902|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $247,527

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [P & M Holding Group, LLP](https://planprovider.pro/companies/p-m-holding-group-llp-401k-plan) — 3,611 participants

- [P & M Holding Group, LLP](https://planprovider.pro/companies/p-m-holding-group-llp-plan-004) — 1,046 participants

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

- [Rehmann LLC](https://planprovider.pro/companies/rehmann-llc-383567911-502) — 871 participants

- [Dm Intermediate Parent LLC](https://planprovider.pro/companies/dm-intermediate-parent-llc-994260840-501) — 651 participants

- [Dm Companies INC](https://planprovider.pro/companies/dm-companies-inc-401k-plan) — 626 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yeo-yeo-p-c-382706146-503)

© 2026 PlanProvider.Pro