Plan Snapshot
- Plan Sponsor: Mark Young Construction, LLC
- Sponsor EIN: 841113245
- Sponsor Address: 7200 MILLER PLACE, FREDERICK, CO, 80504
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 212 | $16.1M | $862,444 | $937,563 |
| 2023 | 214 | $12.9M | $243,292 | $862,827 |
| 2022 | 177 | $10.1M | $231,951 | $794,942 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $80,887 | $26,746 | $54,141 | — | — |
| 2023 | $72,660 | — | $45,816 | — | — |
| 2022 | $76,374 | — | $76,374 | — | — |