Plan Snapshot
- Plan Sponsor: Yellowstone Holdings Group, LLC
- Sponsor EIN: 872200548
- Sponsor Address: 121 LANDMARK DRIVE, GREENSBORO, NC, 27409
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $23.7M
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 | 441 | $23.7M | $746,053 | $1.5M |
| 2023 | 426 | $22.6M | $748,296 | $1.4M |
| 2022 | 403 | $19.8M | $693,471 | $1.4M |
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 |
|---|---|---|---|---|
| DMJPS PLLC | 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 | $56,474 | — | $56,474 | — | — |
| 2023 | $50,262 | — | $50,262 | — | — |
| 2022 | $53,491 | — | $53,491 | — | — |