# Cedarwood-Young Company 401(k) Plan
Source: https://planprovider.pro/companies/cedarwood-young-company-401k-plan

> Cedarwood-Young Company's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cedarwood-Young Company

- **Sponsor EIN:** 952412088

- **Sponsor Address:** 14620 JOANBRIDGE STREET, BALDWIN PARK, CA, 91706

- **Plan Type:** 401(k)

- **Total Participants:** 219

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|219|$25.4M|$750,565|$1.1M|

| 2023|226|$22.6M|$560,962|$1.1M|

| 2022|226|$19.7M|$548,130|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$30,580|—|$30,580|

| DOUGHERTY & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DOUGHERTY & COMPANY](https://planprovider.pro/provider/dougherty-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,580

- **Estimated Expense Ratio:** 0.121% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$33,807|$3,313|—|—|—|

| 2023|$33,855|$2,925|—|—|—|

| 2022|$37,608|$4,839|—|—|—|

## Similar Plans

- [K-1 Packaging Group](https://planprovider.pro/companies/k-1-packaging-group-401k-plan) — 214 participants

- [Aalp, LLC](https://planprovider.pro/companies/aalp-llc-plan-001) — 211 participants

- [Bay Cities Container Corporation](https://planprovider.pro/companies/bay-cities-container-corporation-plan-003) — 180 participants

- [Fleenor Company, INC.](https://planprovider.pro/companies/fleenor-company-inc-401k-plan) — 174 participants

- [Crockett Graphics INC](https://planprovider.pro/companies/crockett-graphics-inc-401k-plan) — 124 participants

- [Goldencorr Sheets, LLC](https://planprovider.pro/companies/goldencorr-sheets-llc-401k-plan) — 115 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cedarwood-young-company-401k-plan)

© 2026 PlanProvider.Pro