Plan Snapshot
- Plan Sponsor: Yachiyo Of America, INC.
- Sponsor EIN: 311576578
- Sponsor Address: 2285 WALCUTT ROAD, COLUMBUS, OH, 43228
- Plan Type: 401(k)
- Total Participants: 789
- Total Assets: $28.4M
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. |
|---|---|---|---|---|
| 2023 | 789 | $28.4M | $1.2M | $3.0M |
| 2022 | 749 | $25.0M | $1.0M | $2.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $229,882 | — | $229,882 |
| EVERHART ADVISORS | Investment Advisor | $97,660 | — | $97,660 |
| CLARK SCHAEFER HACKETT | Other Service Provider | — | $24,686 | $24,686 |
| CHARLES SCHWAB | Recordkeeper | — | $24,450 | $24,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- EVERHART ADVISORS — Investment Advisor
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,678
- Estimated Expense Ratio: 1.325% 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 |
|---|---|---|---|---|---|
| 2023 | $163,823 | — | $163,823 | — | — |
| 2022 | $183,077 | — | $183,077 | — | — |