Yeh And Associates, Inc. 401(k) Plan
Sponsored by Yeh And Associates, Inc. · EIN 841498347 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 165
- With balances
- 122
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 |
|---|---|---|
| Palisade Investments, Llc CRD 124776 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Palisade Investments Llc | Investment advisory (plan), Direct payment from the plan | $15,000 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $11,375 |