Plan Ledger DOL Form 5500 · updated monthly

Yes Management, LLC401(k)

YES MANAGEMENT, LLC 401K PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Yes Management, LLC reported $164,299 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,657 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 0.46% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 347th-largest of 1,461 plans among Colorado employers on file, and the 415th of 2,096 in real estate & leasing. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,577,471
Participants with balances1,404
Active participants1,211
Employer contributions$2,006,130
Employee contributions$3,478,821
Employer contribution per active participant$1,657
Average account balance$23,916
Benefits paid to participants$4,969,963
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BLETZER, PLCC
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 1,404 accts · $2.0M emplr
2023$28.8M · 1,643 accts · $1.8M emplr
2022$22.2M · 1,809 accts · $1.6M emplr
The Yes Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,657
Median for plans this size$2,416
2024$1,657 per active participant
2023$1,453 per active participant
2022$1,272 per active participant

Yes Management, 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$35,157
RPW SOLUTIONS LLC · Contract administrator$31,067

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$164,299 · 0.53%
2023$97,569 · 0.38%
2022$106,288 · 0.46%
Same employer
Similar plansReal Estate & Leasing · Colorado
Re/Max, LLC CO$76.4M · 0.19%
Simpson Housing Lllp CO$72.7M · 0.18%
Coresite, L.L.C. CO$61.6M · 0.13%
The Laramar Group, LLC CO$27.6M · 0.37%
East West Partners, LLC CO$27.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261286379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.