About YEO & YEO, P.C.
<p>Founded in 1923, YEO & YEO, P.C. is an accounting firm that works with businesses on audit, tax, and consulting services.</p> <p>For retirement plan sponsors, the firm provides audit support as part of its broader public accounting work and can coordinate audit and tax needs under one roof.</p> <p>YEO & YEO, P.C. is a long-established firm, which can be helpful for organizations that want a provider with deep experience across standard accounting and assurance work.</p> <ul> <li>Retirement plan audit services</li> <li>Tax services</li> <li>Financial statement audit and assurance</li> <li>Business consulting</li> <li>Works alongside other <a href="/retirement-plans">retirement plan providers</a> as needed</li> </ul>
Website: https://www.yeoandyeo.com/
Founded: 1923
Audit Statistics (2024)
- Total Plans Audited: 96
- Total AUM Audited: $1.8B
- 401(k): 96 plans, $1.8B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| GMG EMPLOYEES SAVINGS PLAN | GARBER MANAGEMENT GROUP, INC., MI | $126M | 2,211 |
| SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN | SUMMIT POLYMERS, INC., MI | $117M | 1,921 |
| AUTONEUM NORTH AMERICA, INC. RETIREMENT AND SAVINGS PLAN | AUTONEUM NORTH AMERICA, INC., MI | $82M | 713 |
| AUTONEUM NORTH AMERICA, INC. RETIREMENT AND SAVINGS PLAN | AUTONEUM NORTH AMERICA, INC., MI | $82M | 713 |
| AMERICAN MITSUBA CORPORATION 401(K) PLAN | AMERICAN MITSUBA CORPORATION, KY | $58M | 567 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $52M | 366 |
| 403(b) Retirement Plan | Manufacturing Sponsor, MI | $51M | 672 |
| 401(k) Retirement Plan | Professional Services Sponsor, MI | $50M | 424 |
| 401(k) Retirement Plan | Technology Sponsor, MI | $50M | 120 |
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