# Yeti Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yeti-holdings-inc-401k-plan

> Yeti Holdings, INC.'s 401(k) plan: 1,132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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