Plan Snapshot
- Plan Sponsor: R.L. Young, LLC
- Sponsor EIN: 461989547
- Sponsor Address: 12851 MANCHESTER ROAD, SUITE 160, DES PERES, MO, 63131
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $26.2M
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 | 724 | $26.2M | $1.8M | $4.2M |
| 2023 | 500 | $12.4M | $252,332 | $3.2M |
| 2022 | 390 | $5.3M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $51,587 | $12,372 | — | — | — |
| 2023 | $7,473 | $4,411 | — | — | — |
| 2022 | $2,111 | $1,107 | — | — | — |