Plan Ledger DOL Form 5500 · updated monthly

Yeh and Associates, Inc.401(k)

YEH AND ASSOCIATES, INC. 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Yeh and Associates, Inc. reported $26,375 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,060 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 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 685th-largest of 1,461 plans among Colorado employers on file, and 6,992nd of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 134 to 165 since 2022.

Plan summary
Net assets, end of year$13,378,528
Participants with balances122
Active participants165
Employer contributions$339,832
Employee contributions$888,205
Employer contribution per active participant$2,060
Average account balance$109,660
Benefits paid to participants$2,294,763
Plan auditUnmodified (clean) audit opinion
AuditorMARTILLARO RAUB AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 122 accts · $340K emplr
2023$12.8M · 111 accts · $294K emplr
2022$11.1M · 103 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,375
Investment management$15,000
Total administrative$26,375
The Yeh and Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,060
Median for plans this size$2,416
2024$2,060 per active participant
2023$1,871 per active participant
2022$2,134 per active participant

Yeh and Associates, Inc.'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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$11,375
PALISADE INVESTMENTS LLC · Investment advisory (plan)$15,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$26,375 · 0.20%
2023$26,254 · 0.22%
2022$25,896 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Colorado
Peak Dental Services, Inc. CO$14.1M · 0.78%
Sherpa 6, Inc. CO$14.0M · 0.75%
Kahuna USA LLC CO$13.2M · 0.55%
Isys Technologies CO$12.7M · 0.17%
Paytech, Inc. CO$12.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841498347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.