Plan Snapshot
- Plan Sponsor: Jd Young Company, INC.
- Sponsor EIN: 730628766
- Sponsor Address: 116 WEST 3RD STREET, TULSA, OK, 74103
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 115 | $11.1M | $44,874 | $316,365 |
| 2023 | 128 | $9.6M | $45,876 | $356,442 |
| 2022 | 116 | $7.6M | $43,972 | $338,528 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR — Auditor
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 | $18,750 | $8,245 | — | — | — |
| 2023 | $9,700 | $5,140 | — | — | — |
| 2022 | $9,339 | — | — | — | $9,339 |