Yeti Coolers, Llc Retirement Plan
Sponsored by Yeti Holdings, Inc. · EIN 455297111 · Plan #001
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 1,132
- With balances
- 1,353
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $80,474 |
| Baker Tilly Us, Llp | Accounting | $22,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,879 |
| Alliant Retirement Services | Investment advisory (plan) | $15,000 |