# Yieldmo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yieldmo-inc-401k-plan

> Yieldmo, INC.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yieldmo, INC.

- **Sponsor EIN:** 455576986

- **Sponsor Address:** 1 TARA BLVD, NASHUA, NH, 03062

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

- **Total Participants:** 134

- **Total Assets:** $18.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|134|$18.9M|$744,861|$1.9M|

| 2023|116|$13.6M|$560,537|$1.6M|

| 2022|139|$9.5M|$861,599|$1.8M|

## 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|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-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|$1,192|—|—|—|—|

| 2023|$8,349|—|—|—|—|

| 2022|$731|—|—|—|—|

## Similar Plans

- [Gyk Antler, LLC](https://planprovider.pro/companies/gyk-antler-llc-401k-plan) — 61 participants

- [Next Stage Ventures INC.](https://planprovider.pro/companies/next-stage-ventures-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yieldmo-inc-401k-plan)

© 2026 PlanProvider.Pro