Plan Snapshot
- Plan Sponsor: York Space Systems
- Sponsor EIN: 454590519
- Sponsor Address: 6060 S WILLOW DRIVE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 424 | $10.8M | $1.5M | $3.5M |
| 2023 | 211 | $5.5M | $831,024 | $1.9M |
| 2022 | 96 | $1.9M | $417,735 | $965,350 |
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 |
|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | NONE | $34,216 | — | $34,216 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $18,142 | — | $18,142 |
| CHARLES SCHWAB & CO., INC. | NONE | $4,850 | $4,325 | $9,175 |
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,533
- Estimated Expense Ratio: 0.568% 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 | $53,799 | $34,216 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |