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)
- Plan Number: 004
- Total Participants: 3,245
- Total Assets: $494.7M
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. |
|---|---|---|---|---|
| 2025 | 3,245 | $494.7M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS INC | Investment Advisor | $178,813 | — | $178,813 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $135,487 | — | $135,487 |
| MERCER INVESTMENT MANAGEMENT INC | Investment Advisor | $39,647 | — | $39,647 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $30,000 | — | $30,000 |
| ARMANINO LLP | Auditor | $21,436 | — | $21,436 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $405,383
- Estimated Expense Ratio: 0.082% 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 |
|---|---|---|---|---|---|
| 2025 | $56,255,118 | $218,460 | $1,800 | $51,436 | — |
| 2024 | $401,712 | $132,531 | $900 | $64,155 | — |
| 2023 | $265,486 | $100,629 | — | $16,695 | — |