Plan Snapshot
- Plan Sponsor: Yougov America INC.
- Sponsor EIN: 980547173
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $32.9M
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 | 317 | $32.9M | $824,556 | $2.6M |
| 2023 | 263 | $26.1M | $858,941 | $2.6M |
| 2022 | 264 | $19.7M | $675,550 | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,875 | — | $46,875 |
| EVART, YOUNG, & HOBBS INVESTMENT | ADVISOR | $28,046 | — | $28,046 |
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- YULISHANA, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,921
- Estimated Expense Ratio: 0.228% 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 | $74,921 | $28,046 | — | — | — |
| 2023 | $45,152 | $23,218 | $502 | — | — |
| 2022 | $62,092 | $58,792 | $3,300 | — | — |