Plan Snapshot
- Plan Sponsor: David Yurman Enterprises, LLC
- Sponsor EIN: 454614722
- Sponsor Address: 24 VESTRY STREET, NEW YORK, NY, 100131903
- Plan Type: 401(k)
- Total Participants: 1,174
- Total Assets: $109.9M
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. |
|---|---|---|---|---|
| 2024 | 1,174 | $109.9M | $4.4M | $8.2M |
| 2023 | 1,041 | $91.4M | $3.6M | $6.8M |
| 2022 | 895 | $72.3M | $1.5M | $5.6M |
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 | $94,810 | — | $94,810 |
| USI ADVISORS INC | ADVISOR | $85,957 | — | $85,957 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $43,741 | — | $43,741 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,508
- Estimated Expense Ratio: 0.204% 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 | $224,508 | $129,698 | $300 | — | — |
| 2023 | $189,439 | $104,241 | — | — | — |
| 2022 | $197,742 | $35,434 | — | — | — |