Plan Snapshot
- Plan Sponsor: Yorkmg, LLC
- Sponsor EIN: 462998672
- Sponsor Address: 100-30 DITMARS BLVD., EAST ELMHURST, NY, 11369
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 632 | $7.7M | $309,022 | $456,286 |
| 2023 | 571 | $6.9M | $296,202 | $443,854 |
| 2022 | 809 | $5.7M | $280,260 | $373,054 |
| 2020 | 1,047 | $5.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALAN GOODMAN, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN GOODMAN, CPA, PC — Auditor
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 | $20,200 | — | $20,200 | — | — |
| 2023 | $18,450 | — | $18,450 | — | — |
| 2022 | $17,650 | — | $17,650 | — | — |
| 2020 | $18,050 | — | $18,050 | — | — |