# D.G. Yuengling & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/d-g-yuengling-son-inc-401k-plan

> D.G. Yuengling & Son, INC.'s 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

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