Plan Snapshot
- Plan Sponsor: Yosemite Management Group, LLC
- Sponsor EIN: 770488685
- Sponsor Address: 1205 FREEDOM BLVD., SUITE 2, WATSONVILLE, CA, 95076
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $3.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $3.4M | $69,879 | $168,459 |
| 2023 | 206 | $2.9M | $60,400 | $158,533 |
| 2022 | 195 | $2.5M | $60,981 | $148,735 |
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 |
|---|---|---|---|---|
| LAVORATO AND DARLING, INC. | Auditor | — | — | $0 |
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 | $98,209 | — | $652 | — | — |
| 2023 | $76,078 | — | $986 | — | — |
| 2022 | $1,751 | $876 | $875 | — | — |