Plan Ledger DOL Form 5500 · updated monthly

Yam Management, LLC401(k)

YAM MANAGEMENT 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Yam Management, LLC reported $101,935 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,211 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.21% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 166th-largest of 1,285 plans among Arizona employers on file, and the 258th of 786 in management of companies. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has shrunk from 1,256 to 889 since 2022.

Plan summary
Net assets, end of year$58,742,195
Participants with balances1,285
Active participants889
Employer contributions$1,965,357
Employee contributions$6,873,603
Employer contribution per active participant$2,211
Average account balance$45,714
Benefits paid to participants$9,442,055
Plan auditUnmodified (clean) audit opinion
AuditorGISH SEIDEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.7M · 1,285 accts · $2.0M emplr
2023$51.1M · 1,401 accts · $2.2M emplr
2022$38.7M · 1,533 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,821
Investment management$59,114
Total administrative$101,935
The Yam Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,211
Median for plans this size$3,635
2024$2,211 per active participant
2023$2,100 per active participant
2022$1,874 per active participant

Yam Management, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$56,903
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$45,030
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Wells Fargo

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$101,935 · 0.19%
2023$92,616 · 0.21%
2022$83,157 · 0.21%
Same employer
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Savvas Learning Company LLC AZ$397.1M · 0.06%
Viad Corp AZ$263.0M · 0.10%
Transact Campus AZ$45.0M · 0.33%
Cwie Holding Company, Inc. AZ$18.8M · 0.05%
Rainy Partners, LLC. AZ$11.5M · 0.05%
Devi Holdings, Inc. AZ$3.6M · 2.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272494772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.