Retirement plan

STEVEN & JAMIE YEAGER 401(K) PLAN

Name: STEVEN & JAMIE YEAGER, LLC - STEVEN & JAMIE YEAGER 401(K) PLAN (2025) Form 5500
Creator: STEVEN & JAMIE YEAGER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN & JAMIE YEAGER 401(K) PLAN, STEVEN & JAMIE YEAGER, LLC

STEVEN & JAMIE YEAGER, LLCEIN 81-4248791Plan #009PY 2025

3950 W 1100 N - WEST POINT, UT 84015801-690-9275

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$288K

-53.8% from 2024

Total participants

0.0% from 2024

Average account balance

$41,114

-53.8% from 2024

Annual return

11.64%

-2.62 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$288K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60766

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$425K

$106340 / participant

Other / not subdivided$425K100.0%

% of EOY assets

147.797%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,114

$149,040-72.4%

$120,225-65.8%

$137,256-70.0%

Participation rate

100.0%

75.4%+24.6pp

69.6%+30.4pp

80.0%+20.0pp

Annual return

11.64%

605.68%-594.0pp

439.23%-427.6pp

220.34%-208.7pp

Employer contribution / active EE

$1,926

$4,350-55.7%

$3,475-44.6%

$4,156-53.7%

Participant deferral / active EE

$2,392

$4,655-48.6%

$3,999-40.2%

$6,407-62.7%

Admin fee / account holder

$60,766

$6,348+857.3%

$5,696+966.8%

$12,270+395.2%

STEVEN & JAMIE YEAGER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN & JAMIE YEAGER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion