Plan Snapshot
- Plan Sponsor: Younes Hospitality INC.
- Sponsor EIN: 811902820
- Sponsor Address: 404 E. 25TH STREET, KEARNEY, NE, 68848
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $1.2M
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 | 291 | $1.2M | $102,425 | $277,807 |
| 2023 | 315 | $728,948 | $102,241 | $275,562 |
| 2022 | 335 | $255,559 | $64,059 | $167,739 |
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 |
|---|---|---|---|---|
| HBE CPA & CONSULTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE CPA & CONSULTANTS — 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 | $10,382 | — | $10,382 | — | — |
| 2023 | $7,599 | — | $7,599 | — | — |
| 2022 | — | — | — | — | — |