Plan Snapshot
- Plan Sponsor: Yoe Construction, INC.
- Sponsor EIN: 272493878
- Sponsor Address: 435 LOCUST STREET, DALLASTOWN, PA, 17313
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 52
- Total Assets: $227,687
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. |
|---|---|---|---|---|
| 2025 | 52 | $227,687 | $0 | $0 |
| 2024 | 48 | $146,910 | $424,744 | $222,601 |
| 2023 | 44 | $258,514 | $281,135 | $160,170 |
| 2022 | 35 | $131,074 | $171,236 | $120,486 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $53,775 | — | $53,775 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $20,430 | — | $20,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,205
- Estimated Expense Ratio: 32.591% 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 |
|---|---|---|---|---|---|
| 2025 | $610,130 | — | — | — | — |
| 2024 | $771,185 | — | — | — | — |
| 2023 | $335,952 | — | — | — | — |
| 2022 | $183,450 | — | — | — | — |