Plan Snapshot
- Plan Sponsor: Yankee Development Corp. And Related Affiliates
- Sponsor EIN: 050390430
- Sponsor Address: C/O TOM GLASSIE, NEWPORT, RI, 02840
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $3.4M
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 | 90 | $3.4M | $46,156 | $94,381 |
| 2023 | 59 | $3.3M | $40,822 | $86,220 |
| 2022 | 41 | $5.1M | $63,889 | $172,779 |
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 |
|---|---|---|---|---|
| KABAT, SCHERTZER, DE LA TORRE,ET AL | Auditor | — | — | $0 |
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 | $464,005 | — | $5,605 | — | — |
| 2023 | $2,567 | — | — | — | — |
| 2022 | $2,693 | — | $2,693 | — | — |