Plan Snapshot
- Plan Sponsor: Yorktown Systems Group
- Sponsor EIN: 200530959
- Sponsor Address: 350 VOYAGER WAY, HUNTSVILLE, AL, 35806
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $18.1M
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 | 458 | $18.1M | $688,663 | $1.3M |
| 2023 | 456 | $15.6M | $839,565 | $1.4M |
| 2022 | 531 | $12.9M | $965,265 | $1.7M |
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 |
|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | NONE | $79,131 | — | $79,131 |
| ANGLIN REICHMANN ARMSTRONG | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,131
- Estimated Expense Ratio: 0.438% 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 | $79,131 | — | — | — | — |
| 2023 | $78,501 | — | — | — | — |
| 2022 | $83,051 | — | — | — | — |