# Young Adult Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/young-adult-institute-inc-403b-plan

> Young Adult Institute, INC.'s 403(b) plan: 4,007 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Young Adult Institute, INC.

- **Sponsor EIN:** 112030172

- **Sponsor Address:** 220 EAST 42ND STREET, NEW YORK, NY, 10017

- **Plan Type:** 403(b)

- **Total Participants:** 4,007

- **Total Assets:** $57.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|4,007|$57.7M|$2.0M|$7.6M|

| 2023|3,915|$47.3M|$1.6M|$6.7M|

| 2022|3,976|$36.6M|$1.7M|$6.0M|

## 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|

| EMPOWER ANNUITY INS.CO. OF AMERICA|RECORDKEEPER|$231,655|—|$231,655|

| LILLING & COMPANY LLP|AUDITOR|$56,230|—|$56,230|

| ALLIANT RETIREMENT SERVICES LLC|INVESTMNET ADVISOR|$23,056|—|$23,056|

| SMITH & DOWNY, P.A.|LEGAL|$5,860|—|$5,860|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LILLING & COMPANY LLP](https://planprovider.pro/provider/lilling-and-company-llp) — AUDITOR

- [SMITH & DOWNY, P.A.](https://planprovider.pro/provider/smith-and-downey-pa) — LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $316,801

- **Estimated Expense Ratio:** 0.549% 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|$221,935|$23,056|—|$56,230|—|

| 2023|$171,990|—|$171,990|—|—|

| 2022|$156,746|—|$156,746|—|—|

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