Plan Ledger DOL Form 5500 · updated monthly

Yes& Holdings LLC401(k)

YES& HOLDINGS LLC 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Yes& Holdings LLC reported $66,343 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,776 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 0.65%. 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 among the smaller plans on file in Virginia (1,339th of 2,266), and 7,385th of 11,654 in professional & technical services. In 2024, employees put in $3.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,026,003
Participants with balances207
Active participants164
Employer contributions$455,276
Employee contributions$1,616,740
Employer contribution per active participant$2,776
Average account balance$58,097
Benefits paid to participants$1,173,006
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, CHISM & THOMPSON. PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 207 accts · $455K emplr
2023$8.5M · 197 accts · $456K emplr
2022$5.3M · 173 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,343
Total administrative$66,343
The Yes& Holdings LLC 401(k) match · 2024
Employer contribution per active participant$2,776
Median for plans this size$2,416
2024$2,776 per active participant
2023$2,518 per active participant
2022$1,924 per active participant

Yes& Holdings LLC'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,342
PRINCIPAL SECURITIES, INC. · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS, LLC · Investment advisory (plan)indirect comp

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$66,343 · 0.65%
2023$44,344 · 0.64%
2022$29,152 · 0.62%
Same employer
Similar plansProfessional & Technical Services · Virginia
Securigence LLC VA$12.2M · 0.51%
Cornerstone Defense, Inc. VA$12.1M · 0.54%
MISSION1ST Group, Inc. VA$12.0M · 0.61%
Vignet Inc VA$11.9M · 0.22%
Revature, LLC VA$11.9M · 0.64%
Netcentrics Corporation VA$11.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820956196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.