# David Yurman Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/david-yurman-enterprises-llc-401k-plan

> David Yurman Enterprises, LLC's 401(k) plan: 1,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/david-yurman-enterprises-llc-401k-plan)

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