Plan Ledger DOL Form 5500 · updated monthly

Yeo & Yeo Employees, Inc.401(k)

YEO AND YEO 401(K) PLAN · SAGINAW, MI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Yeo & Yeo Employees, Inc. reported $102,120 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,670 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 0.19% to 0.22%. 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 515th-largest of 2,619 plans among Michigan employers on file, and the 2,749th of 11,654 in professional & technical services. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has grown from 219 to 243 since 2022.

Plan summary
Net assets, end of year$50,251,713
Participants with balances271
Active participants243
Employer contributions$648,724
Employee contributions$2,070,707
Employer contribution per active participant$2,670
Average account balance$185,431
Benefits paid to participants$3,625,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 271 accts · $649K emplr
2023$42.6M · 254 accts · $587K emplr
2022$35.1M · 246 accts · $505K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,621
Investment management$43,903
Trustee / custodial$18,286
Total administrative$102,120
The Yeo & Yeo Employees, Inc. 401(k) match · 2024
Employer contribution per active participant$2,670
Median for plans this size$2,416
2024$2,670 per active participant
2023$2,599 per active participant
2022$2,308 per active participant

Yeo & Yeo Employees, Inc.'s 2024 employer contribution ran above 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 · 20241
AVANTAX RETIREMENT PLAN SERVICES · Recordkeeping · Consulting$102,120

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

Recordkeeper by year2
2024AVANTAX RETIREMENT PLAN SERVICES
2023AVANTAX RETIREMENT PLAN SERVICES

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

Administrative cost history3
2024$102,120 · 0.22%
2023$80,287 · 0.21%
2022$72,223 · 0.19%
Similar plansProfessional & Technical Services · Michigan
Azo Services, Inc. MI$54.2M · 0.00%
Spicer Group, Inc. MI$54.1M · 0.33%
Bs&A Software MI$51.9M · 0.27%
Cuanswers, Inc. MI$47.9M · 0.06%
Epitec, Inc. MI$47.0M · 0.10%
Garan Lucow Miller, P.C. MI$46.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383506976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.