Plan Ledger DOL Form 5500 · updated monthly

Yeti Holdings, Inc.401(k)

YETI COOLERS, LLC RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Yeti Holdings, Inc. reported $138,353 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,135 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 fell from 0.30% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 948th-largest of 5,688 plans among Texas employers on file, and the 700th of 4,246 in wholesale trade. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has grown from 714 to 1,132 since 2022.

Plan summary
Net assets, end of year$58,361,717
Participants with balances1,353
Active participants1,132
Employer contributions$2,416,609
Employee contributions$7,900,288
Employer contribution per active participant$2,135
Average account balance$43,135
Benefits paid to participants$3,916,669
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.4M · 1,353 accts · $2.4M emplr
2023$43.2M · 961 accts · $1.9M emplr
2022$30.8M · 873 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,474
Investment management$35,879
Audit (IQPA)$22,000
Total administrative$138,353
The Yeti Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,135
Median for plans this size$3,635
2024$2,135 per active participant
2023$1,898 per active participant
2022$2,551 per active participant

Yeti Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$80,474
BAKER TILLY US, LLP · Accounting / audit$22,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,879
ALLIANT RETIREMENT SERVICES · 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.

Administrative cost history3
2024$138,353 · 0.27%
2023$99,667 · 0.27%
2022$91,703 · 0.30%
Similar plansWholesale Trade · Texas
Tacenergy, LLC TX$60.2M · 0.29%
Womack Group, LLC TX$59.2M · 0.29%
Purvis Industries, LLC TX$55.5M · 0.21%
Gsc Enterprises, Inc TX$55.1M · 0.42%
Refined Technologies, Inc. TX$53.9M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455297111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.