Plan Snapshot
- Plan Sponsor: Youable Emotional Health
- Sponsor EIN: 410962511
- Sponsor Address: 6425 NICOLLET AVE. SOUTH, RICHFIELD, MN, 55423
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $4.5M
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 | 78 | $4.5M | $89,450 | $133,968 |
| 2023 | 69 | $4.2M | $108,571 | $198,029 |
| 2022 | 137 | $3.8M | $145,808 | $300,483 |
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 |
|---|---|---|---|---|
| CARPENTER/EVERT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,218 | — | — | — | — |
| 2023 | $39,381 | — | — | — | — |
| 2022 | $41,512 | — | $41,512 | — | — |