Plan Snapshot
- Plan Sponsor: Young Adult Institute, INC.
- Sponsor EIN: 112030172
- Sponsor Address: 220 EAST 42ND STREET, NEW YORK, NY, 10017
- Plan Type: DC
- Total Participants: 1,017
- Total Assets: $46.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,017 | $46.9M | $0 | $0 |
| 2023 | 1,045 | $46.5M | $0 | $0 |
| 2022 | 1,165 | $44.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| LILLING AND COMPANY LLP | Auditor | $35,320 | — | $35,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING AND COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,320
- Estimated Expense Ratio: 0.075% 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 | $188,936 | $21,023 | — | $35,320 | — |
| 2023 | $157,737 | $29,160 | — | $7,000 | — |
| 2022 | $205,430 | $23,709 | $109,065 | — | $45,384 |