Plan Snapshot
- Plan Sponsor: Yeti Holdings, INC.
- Sponsor EIN: 455297111
- Sponsor Address: 7601 SOUTHWEST PARKWAY, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Total Participants: 1,132
- Total Assets: $58.4M
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. |
|---|---|---|---|---|
| 2024 | 1,132 | $58.4M | $2.4M | $7.9M |
| 2023 | 995 | $43.2M | $1.9M | $6.3M |
| 2022 | 714 | $30.8M | $1.8M | $5.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $80,474 | — | $80,474 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $22,000 | — | $22,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,879 | — | $20,879 |
| ALLIANT RETIREMENT SERVICES | ADVISOR | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,353
- Estimated Expense Ratio: 0.237% 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 | $138,353 | $35,879 | — | $22,000 | — |
| 2023 | $99,667 | $26,533 | — | $19,425 | — |
| 2022 | $91,703 | $8,116 | — | — | — |