# Yes& Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/yes-holdings-llc-401k-plan

> Yes& Holdings LLC's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yes& Holdings LLC

- **Sponsor EIN:** 820956196

- **Sponsor Address:** 1700 DIAGONAL ROAD, SUITE 700, ALEXANDRIA, VA, 22314

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

- **Total Participants:** 164

- **Total Assets:** $12.0M

## 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|164|$12.0M|$455,276|$1.6M|

| 2023|181|$8.5M|$455,773|$1.5M|

| 2022|180|$5.3M|$346,392|$1.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$66,342|—|$66,342|

| PRINCIPAL SECURITIES, INC.|INVESTMENT ADVISORY|—|$32,433|$32,433|

| BROWN, CHISM & THOMPSON. PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,775

- **Estimated Expense Ratio:** 0.821% 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|$66,343|—|$66,343|—|—|

| 2023|$44,344|—|$44,344|—|—|

| 2022|$29,152|—|$29,152|—|—|

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