# Yorktown Systems Group 401(k) Plan
Source: https://planprovider.pro/companies/yorktown-systems-group-401k-plan

> Yorktown Systems Group's 401(k) plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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