Yeo And Yeo 401(k) Plan
Sponsored by Yeo & Yeo Employees, Inc. · EIN 383506976 · Plan #002
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 243
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avantax Retirement Plan Services | Recordkeeping, Consulting (general), Investment advisory (participants) | $102,120 |