Plan Snapshot
- Plan Sponsor: Daniel F. Young, INC.
- Sponsor EIN: 135496410
- Sponsor Address: 1235 WESTLAKES DRIVE SUITE 305, BERWYN, PA, 19312
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 209
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 209 | $14.0M | $0 | $0 |
| 2024 | 165 | $12.0M | $258,810 | $925,790 |
| 2023 | 159 | $10.4M | $229,697 | $853,281 |
| 2022 | 144 | $10.0M | $225,766 | $839,504 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $10,556 | — | $10,556 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,556
- Estimated Expense Ratio: 0.075% 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 |
|---|---|---|---|---|---|
| 2025 | $1,018,556 | $1,183 | — | — | — |
| 2024 | $6,288 | $794 | — | — | — |
| 2023 | $6,424 | $608 | — | — | — |
| 2022 | $3,793 | — | — | — | — |