Plan Snapshot
- Plan Sponsor: Directions For Youth And Families
- Sponsor EIN: 314407642
- Sponsor Address: 1515 INDIANOLA AVE., COLUMBUS, OH, 43201
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 123
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $4.4M | $185,077 | $176,420 |
| 2023 | 118 | $3.9M | $159,676 | $127,325 |
| 2022 | 103 | $3.5M | $146,150 | $133,414 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $32,146 | — | $32,146 |
| MML INVESTORS SERVICES LLC | Investment Advisor | — | $18,830 | $18,830 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,976
- Estimated Expense Ratio: 1.160% 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 | $32,176 | — | — | — | — |
| 2023 | $28,636 | — | $28,636 | — | — |
| 2022 | $25,226 | — | $25,226 | — | — |