AUMdb

Yes Management, Llc 401 K Plan

Sponsored by Yes Management, Llc · EIN 261286379 · Plan #001

Total assets
$33.6M
Net assets
$33.6M
Active participants
1,211
With balances
1,404

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $97,898
Global Retirement Partners Llc Investment advisory (plan) $35,157
Rpw Solutions Llc Contract administrator $31,067