Plan Snapshot
- Plan Sponsor: Ykk Corporation Of America
- Sponsor EIN: 222830094
- Sponsor Address: 2300 WINDY RIDGE, SUITE 700 S, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 844
- Total Assets: $2.5M
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. |
|---|---|---|---|---|
| 2024 | 844 | $2.5M | $7.8M | $2.6M |
| 2023 | 903 | $2.8M | $9.7M | $2.3M |
| 2022 | 913 | $2.8M | $8.6M | $2.7M |
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 |
|---|---|---|---|---|
| CVS PHARMACY, INC. | Other Service Provider | $3,575,770 | — | $3,575,770 |
| BLUE SHIELD HEALTHCARE PLAN OF GA | Recordkeeper | $537,182 | — | $537,182 |
| BLUE CROSS AND BLUE SHIELD GEORGIA | Recordkeeper | $112,030 | — | $112,030 |
| DELTA DENTAL INSURANCE COMPANY | Recordkeeper | $39,196 | — | $39,196 |
| LINCOLN NATIONAL LIFE INSURANCE CO. | Recordkeeper | $13,236 | — | $13,236 |
| WEX | ERISA Attorney | $12,953 | — | $12,953 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE SHIELD HEALTHCARE PLAN OF GA — Recordkeeper
- LINCOLN NATIONAL LIFE INSURANCE CO. — Recordkeeper
- WEX — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,290,367
- Estimated Expense Ratio: 169.929% 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 | $15,076 | — | $15,076 | — | — |
| 2023 | $14,834 | — | $14,834 | — | — |
| 2022 | $15,795 | — | — | — | $15,795 |