Plan Snapshot
- Plan Sponsor: Yellowstone Landscape, INC.
- Sponsor EIN: 800144209
- Sponsor Address: 3235 N STATE STREET, BUNNELL, FL, 32110
- Plan Type: 401(k)
- Total Participants: 3,136
- Total Assets: $39.1M
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 | 3,136 | $39.1M | $2.5M | $3.5M |
| 2023 | 0 | $29.3M | $1.9M | $3.1M |
| 2022 | 2,744 | $21.2M | $1.5M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $99,950 | — | $99,950 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | $18,585 | — | $18,585 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,535
- Estimated Expense Ratio: 0.303% 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 | $118,535 | $18,585 | — | — | — |
| 2023 | $84,537 | $10,744 | — | — | — |
| 2022 | $74,929 | $6,362 | $68,567 | — | — |