Plan Ledger DOL Form 5500 · updated monthly

Yates LLC401(k)

YATES LLC PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Yates LLC reported $112,029 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,826 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 rose from 0.35% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 758th-largest of 2,160 plans among Georgia employers on file, and 2,706th of 4,798 in finance & insurance. In 2024, employees put in $4.90 for every $1.00 the employer contributed; active participation has grown from 112 to 130 since 2022.

Plan summary
Net assets, end of year$24,975,411
Participants with balances142
Active participants130
Employer contributions$237,390
Employee contributions$1,163,121
Employer contribution per active participant$1,826
Average account balance$175,883
Benefits paid to participants$2,787,968
Plan auditUnmodified (clean) audit opinion
AuditorMSTILLER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 142 accts · $237K emplr
2023$23.5M · 139 accts
2022$21.8M · 154 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,517
Investment management$60,512
Total administrative$112,029
The Yates LLC 401(k) match · 2024
Employer contribution per active participant$1,826
Median for plans this size$2,416
2024$1,826 per active participant
2022$1,747 per active participant

Yates LLC's 2024 employer contribution ran below the $2,416 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$60,388
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$5,249
EMPOWER ADVISORY GROUP, LLC · Investment management$124

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

Administrative cost history3
2024$112,029 · 0.46%
2023$107,844 · 0.48%
2022$85,185 · 0.35%
Similar plansFinance & Insurance · Georgia
Angel Oak Companies GA$28.4M · 0.45%
Breckenridge Is, Inc. GA$26.3M · 0.02%
Metro City Bank GA$24.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873779035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.