Plan Snapshot
- Plan Sponsor: Ymca Of Greater Louisville
- Sponsor EIN: 610444843
- Sponsor Address: 545 SOUTH 2ND STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 203
- Total Assets: $0
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 | 203 | $0 | $0 | $0 |
| 2023 | 188 | $0 | $0 | $0 |
| 2022 | 173 | $0 | $0 | $0 |
| 2021 | 162 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR INC | Other Service Provider | $135,398 | $10,126 | $145,524 |
| FOUNDATION RISK PARTNERS | Investment Advisor | $48,225 | — | $48,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,749
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2021 | — | — | — | — | — |