Plan Snapshot
- Plan Sponsor: H.L. Yoh Company LLC
- Sponsor EIN: 232938400
- Sponsor Address: 1500 SPRING GARDEN ST 10TH FL, PHILADELPHIA, PA, 191304067
- Plan Type: 401(k)
- Total Participants: 5,263
- Total Assets: $43.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,263 | $43.9M | $56 | $6.3M |
| 2023 | 5,514 | $42.9M | $2,986 | $6.0M |
| 2022 | 7,643 | $38.7M | $289,555 | $7.2M |
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 | $26,923 | — | $26,923 |
| FISCHER CUNNANE & ASSOCIATES LTD | ACCOUNTANT/AUDITOR | $10,630 | — | $10,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FISCHER CUNNANE & ASSOCIATES LTD — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,553
- Estimated Expense Ratio: 0.086% 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 | $73,279 | — | — | $10,630 | — |
| 2023 | $59,209 | $4,912 | $43,674 | $10,623 | — |
| 2022 | $119,832 | $5,170 | $114,116 | — | — |