AUMdb

Yam Management 401(k) Plan

Sponsored by Yam Management, Llc · EIN 272494772 · Plan #001

Total assets
$58.7M
Net assets
$58.7M
Active participants
889
With balances
1,285

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $56,903
Wells Fargo Advisors Financial Netw Recordkeeping, Trustee (institutional), Other services $45,030
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0