Yates Services Retirement & Savings Plan
Sponsored by Yates Services, Llc · EIN 680523908 · Plan #002
- Total assets
- $91.6M
- Net assets
- $91.6M
- Active participants
- 2,035
- With balances
- 2,801
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $196,124 |
| Trustmark National Bank | Trustee (directed), Investment advisory (plan) | $118,849 |
| Empower Advisory Group, Llc | Investment management | $37,932 |
| Young Wells Williams Pa | Trustee (directed) | $10,419 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Shareholder servicing fees | $30 |