Plan Snapshot
- Plan Sponsor: York Enterprise Solutions, INC
- Sponsor EIN: 364039195
- Sponsor Address: 1 WESTBROOK CORPORATE CENTER,, WESTCHESTER, IL, 601545701
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $15.6M
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 | 260 | $15.6M | $706,302 | $2.1M |
| 2023 | 325 | $12.3M | $737,120 | $2.4M |
| 2022 | 494 | $8.7M | $366,104 | $1.1M |
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 |
|---|---|---|---|---|
| POLLARD & ASSOCIATES | TPA | $38,480 | — | $38,480 |
| LINCOLN FINANCIAL ADVISORS CORP. | INVESTMENT ADVISOR | $32,975 | — | $32,975 |
| EIDE BAILLY LLP | AUDITOR | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,455
- Estimated Expense Ratio: 0.497% 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 | $107,275 | $32,975 | $38,480 | $6,000 | — |
| 2023 | $69,223 | $20,597 | $15,395 | $8,140 | — |
| 2022 | — | — | — | — | — |