Plan Snapshot
- Plan Sponsor: Y&D Corp Dba Dorsch Ford Lincoln Kia
- Sponsor EIN: 391137195
- Sponsor Address: 2641 EATON RD, GREEN BAY, WI, 54311
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $10.0M
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 | 215 | $10.0M | $71,918 | $966,278 |
| 2023 | 196 | $8.2M | $56,019 | $813,391 |
| 2022 | 172 | $7.1M | $72,619 | $725,098 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — 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 | $38,914 | $29,932 | — | — | — |
| 2023 | $43,707 | $26,154 | — | $8,925 | — |
| 2022 | $34,518 | — | — | — | — |