Plan Snapshot
- Plan Sponsor: D.G. Yuengling & Son, INC.
- Sponsor EIN: 231244850
- Sponsor Address: 310 MILL CREEK AVENUE, POTTSVILLE, PA, 17901
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $63.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 332 | $63.4M | $2.1M | $2.1M |
| 2023 | 341 | $55.8M | $2.2M | $2.1M |
| 2022 | 337 | $49.3M | $2.1M | $2.0M |
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 |
|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT. | NONE | $44,572 | — | $44,572 |
| THE VANGUARD GROUP, INC. | NONE | $29,134 | — | $29,134 |
| BOYER & RITTER | NONE | $6,900 | — | $6,900 |
| BOYER AND RITTER | Auditor | $6,900 | — | $6,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,506
- Estimated Expense Ratio: 0.138% 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 | $82,582 | $44,572 | $29,134 | $6,900 | — |
| 2023 | $215,412 | $38,800 | $172,747 | — | — |
| 2022 | $190,220 | — | $190,140 | — | $80 |