# Robert J. Young Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robert-j-young-company-inc-401k-plan

> Robert J. Young Company, INC.'s 401(k) plan: 680 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robert J. Young Company, INC.

- **Sponsor EIN:** 620760182

- **Sponsor Address:** PO BOX 40623, NASHVILLE, TN, 37204

- **Plan Type:** 401(k)

- **Total Participants:** 680

- **Total Assets:** $68.1M

## 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|680|$68.1M|$1.5M|$3.6M|

| 2023|686|$61.2M|$1.1M|$3.2M|

| 2022|698|$51.2M|$1.4M|$3.0M|

## 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|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — 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|$241,197|$161,959|—|—|—|

| 2023|$241,097|$24,797|—|—|—|

| 2022|$193,847|$20,573|—|—|—|

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