Plan Snapshot
- Plan Sponsor: T.Y. Lin International Group, Ltd
- Sponsor EIN: 943277448
- Sponsor Address: 345 CALIFORNIA ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 2,148
- Total Assets: $443.6M
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 | 2,148 | $443.6M | $7.5M | $25.2M |
| 2023 | 1,873 | $333.7M | $5.4M | $20.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $174,994 | — | $174,994 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $132,531 | — | $132,531 |
| GRASSI & CO., CPAS P.C. | Auditor | $32,655 | — | $32,655 |
| RSM US LLP | Auditor | $31,500 | — | $31,500 |
| CAPFINANCIAL PARTNERS LLC. | Other Service Provider | $27,368 | — | $27,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- GRASSI & CO., CPAS P.C. — Auditor
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $399,048
- Estimated Expense Ratio: 0.090% of plan assets
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 | $401,712 | $132,531 | $900 | $64,155 | — |
| 2023 | $265,486 | $100,629 | — | $16,695 | — |