Plan Snapshot
- Plan Sponsor: Yield Engineering Systems, INC.
- Sponsor EIN: 942771365
- Sponsor Address: 3178 LAURELVIEW COURT, FREMONT, CA, 94539
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $16.5M | $891,039 | $2.3M |
| 2023 | 264 | $12.7M | $845,785 | $2.1M |
| 2022 | 183 | $9.3M | $776,148 | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $60,916 | — | $60,916 | — | — |
| 2023 | $51,010 | $26,018 | $14,506 | — | — |
| 2022 | $3,377 | — | $1,102 | — | $2,275 |