Plan Snapshot
- Plan Sponsor: Ykk Corporation Of America
- Sponsor EIN: 222830094
- Sponsor Address: 2300 WINDY RIDGE PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 999
- Total Assets: $149.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 999 | $149.2M | $2.5M | $5.0M |
| 2023 | 1,062 | $140.8M | $2.5M | $5.0M |
| 2022 | 1,054 | $125.9M | $2.4M | $4.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $138,330 | — | $138,330 |
| MERCER INVESTMENT MANAGEMENT, INC. | INVESTMENT ADVISOR | $41,508 | — | $41,508 |
| LONG & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- LONG & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,838
- Estimated Expense Ratio: 0.121% 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 | $179,838 | $41,508 | — | — | — |
| 2023 | $180,075 | $69,674 | — | — | — |
| 2022 | $196,664 | $26,084 | — | — | — |