Plan Snapshot
- Plan Sponsor: Yokem Motors, L.L.C.
- Sponsor EIN: 720693003
- Sponsor Address: 1199 E. BERT KOUNS INDUSTRIAL LOOP, SHREVEPORT, LA, 71105
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 127 | $11.5M | $234,961 | $734,015 |
| 2023 | 131 | $11.7M | $366,716 | $770,100 |
| 2022 | 126 | $10.3M | $281,407 | $798,971 |
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 |
|---|---|---|---|---|
| HEARD MCELROY & VESTAL, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,509 | $24,308 | $6,629 | — | — |
| 2023 | $30,596 | $13,901 | $1,081 | — | — |
| 2022 | $25,353 | — | $25,353 | — | — |