Plan Snapshot
- Plan Sponsor: Yinlun Tdi, LLC
- Sponsor EIN: 364731143
- Sponsor Address: 10668 TRADEMARK PKWY NORTH, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 160 | $11.8M | $251,482 | $641,592 |
| 2022 | 95 | $10.1M | $315,922 | $716,990 |
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 O | RECORDKEEPER | $47,794 | — | $47,794 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $38,916 | — | $38,916 |
| ONEDIGITAL INVESTMENT ADVISORS LLP | INVESTMENT ADVISOR | $32,036 | — | $32,036 |
| SWENSON ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWENSON ACCOUNTANCY CORPORATION — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,746
- Estimated Expense Ratio: 1.009% 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 |
|---|---|---|---|---|---|
| 2023 | $59,750 | — | — | — | — |
| 2022 | $62,929 | $35,339 | $27,590 | — | — |