# Yankee Leisure Group 401(k) Plan
Source: https://planprovider.pro/companies/yankee-leisure-group-401k-plan

> Yankee Leisure Group's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yankee Leisure Group

- **Sponsor EIN:** 042604213

- **Sponsor Address:** 75 STATE STREET SUITE 100, BOSTON, MA, 02109

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

- **Total Participants:** 195

- **Total Assets:** $7.3M

## 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|195|$7.3M|$257,312|$522,531|

| 2023|150|$5.8M|$227,557|$475,577|

| 2022|107|$4.2M|$147,435|$374,754|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,316|—|$5,316|

| WITHUMSMITH&BROWN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUMSMITH&BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,316

- **Estimated Expense Ratio:** 0.073% 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|$8,939|$3,623|—|—|—|

| 2023|$8,240|$3,620|—|—|—|

| 2022|$109,622|—|$6,250|—|—|

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