# Yes Equipment &amp; Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yes-equipment-services-inc-401k-plan

> Yes Equipment &amp; Services, INC.&#39;s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yes Equipment & Services, INC.

- **Sponsor EIN:** 391679204

- **Sponsor Address:** W136 N4901 CAMPBELL DRIVE, MENOMONEE FALLS, WI, 530513916

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

- **Total Participants:** 102

- **Total Assets:** $11.8M

## 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|102|$11.8M|$156,575|$649,259|

| 2023|101|$10.3M|$151,566|$649,218|

| 2022|95|$8.6M|$133,481|$588,347|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$81,374|—|—|—|—|

| 2023|$65,403|—|—|—|—|

| 2022|$64,938|$64,938|—|—|—|

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