The Yates Companies, Inc. 401(k) Plan
Sponsored by The Yates Companies, Inc. · EIN 640893270 · Plan #001
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 3,755
- With balances
- 1,767
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 | Recordkeeping fees, Participant loan processing, Recordkeeping | $278,196 |
| Trustmark National Bank | Investment advisory (plan), Direct payment from the plan, Recordkeeping | $185,998 |
| Empower Advisory Group, Llc | Investment management | $81,166 |
| Rea Shaw Giffin & Stuart Llp | Accounting | $43,030 |
| Young Wells Williams Pa | Legal | $26,781 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Shareholder servicing fees | $40 |