West Yost & Associates 401(k) match, vesting and fees
What West Yost & Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| West Yost & Associates: employer contribution per participant | $5,535 | |
| Peer median | $2,521 |
| West Yost & Associates: average balance | $178,388 | |
| Peer median | $75,833 |
| West Yost & Associates: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $34.3M at the end of plan year 2021 to $51.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 296 | $51.2M | $1.6M | $5,535 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 286 | $43.4M | $1.4M | $4,994 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 270 | $34.5M | $1.2M | $4,561 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 250 | $34.3M | — | — | 0.14% | Not published | Form 5500 ↗ |
Other West Yost & Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bfba, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does West Yost & Associates match 401(k) contributions?
The match terms for the West Yost & Associates Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $5,535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the West Yost & Associates 401(k) match vested?
The vesting schedule for the West Yost & Associates Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the West Yost & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is West Yost & Associates, Inc..
I left West Yost & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (West Yost & Associates, Inc., (916) 756-5909) or the recordkeeper, Principal Life Insurance Company. The West Yost & Associates old 401(k) page lists the contacts from every plan filing. Find an old West Yost & Associates 401(k)
Data from the public Form 5500 annual reports West Yost & Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with West Yost & Associates. Not financial advice. Report a correction · Methodology