Yeo & Yeo Employees 401(k) match, vesting and fees
What Yeo & Yeo Employees' 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 | Avantax Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Yeo & Yeo Employees: employer contribution per participant | $2,482 | |
| Peer median | $2,719 |
| Yeo & Yeo Employees: average balance | $197,315 | |
| Peer median | $85,424 |
| Yeo & Yeo Employees: admin expenses ÷ assets | 0.27% | |
| 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 $40.6M at the end of plan year 2021 to $56.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 327 | $56.4M | $710K | $2,482 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 306 | $50.3M | $649K | $2,394 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 285 | $42.6M | $587K | $2,312 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 281 | $35.1M | $505K | $2,055 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 286 | $40.6M | $590K | $2,278 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Yeo & Yeo Employees match 401(k) contributions?
The match terms for the Yeo and Yeo 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $710K in employer contributions, about $2,482 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Yeo & Yeo Employees 401(k) match vested?
The vesting schedule for the Yeo and Yeo 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Yeo & Yeo Employees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Avantax Retirement Plan Services. The plan administrator is Yeo & Yeo Employees, Inc..
I left Yeo & Yeo Employees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Yeo & Yeo Employees, Inc., (989) 793-9830) or the recordkeeper, Avantax Retirement Plan Services. The Yeo & Yeo Employees old 401(k) page lists the contacts from every plan filing. Find an old Yeo & Yeo Employees 401(k)
Data from the public Form 5500 annual reports Yeo & Yeo Employees filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Yeo & Yeo Employees. Not financial advice. Report a correction · Methodology