# Ymca Of Rock River Valley 401(k) Plan
Source: https://planprovider.pro/companies/ymca-of-rock-river-valley-362174838-501

> Ymca Of Rock River Valley's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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