Plan Snapshot
- Plan Sponsor: Yellow Breeches Educational Center, INC.
- Sponsor EIN: 251869453
- Sponsor Address: 7 SPRINGVIEW ROAD, CARLISLE, PA, 17015
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 100
- Total Assets: $56,189
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 100 | $56,189 | $0 | $0 |
| 2024 | 83 | $34,143 | $513,369 | $161,976 |
| 2023 | 73 | $6,934 | $398,896 | $147,159 |
| 2022 | 67 | $35,192 | $21,300 | $15,439 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $68,411 | — | $68,411 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $42,876 | — | $42,876 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,287
- Estimated Expense Ratio: 198.058% 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 |
|---|---|---|---|---|---|
| 2025 | $1,103,328 | — | — | — | — |
| 2024 | $865,925 | — | — | — | — |
| 2023 | $646,971 | — | — | — | — |
| 2022 | $19,682 | — | — | — | — |