Plan Snapshot
- Plan Sponsor: Ymca Of Rock River Valley
- Sponsor EIN: 362174838
- Sponsor Address: 200 Y BLVD., ROCKFORD, IL, 61107
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 106
- Total Assets: $47,489
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 | 106 | $47,489 | $556,377 | $200,139 |
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 |
|---|---|---|---|---|
| C.A.S. | Other Service Provider | $28,056 | — | $28,056 |
| AIMM | Other Service Provider | $19,761 | — | $19,761 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,817
- Estimated Expense Ratio: 100.691% 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 | $69,494 | — | $69,494 | — | — |