# Washington Yu Ying Public Charter School 401(k) Plan
Source: https://planprovider.pro/companies/washington-yu-ying-public-charter-school-401k-plan

> Washington Yu Ying Public Charter School's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington Yu Ying Public Charter School

- **Sponsor EIN:** 204464054

- **Sponsor Address:** 220 TAYLOR ST NE, WASHINGTON, DC, 200171009

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

- **Total Participants:** 210

- **Total Assets:** $6.4M

## 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|210|$6.4M|$169,867|$735,692|

| 2023|169|$4.9M|$141,210|$571,351|

| 2022|93|$3.6M|$122,429|$473,507|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$45,953|—|$45,953|

| PENSIONMARK FINANCIAL GROUP, LLC|INVESTMENT ADVISORY|—|$18,462|$18,462|

| ERISA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,415

- **Estimated Expense Ratio:** 1.006% 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|$45,953|—|$45,953|—|—|

| 2023|$22,147|—|$22,147|—|—|

| 2022|$20,790|—|$20,790|—|—|

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