# Young Brothers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/young-brothers-llc-990105204-516

> Young Brothers, LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Young Brothers, LLC

- **Sponsor EIN:** 990105204

- **Sponsor Address:** 1331 NORTH NIMITZ HWY, HONOLULU, HI, 96817

- **Plan Type:** 401(k)

- **Plan Number:** 516

- **Total Participants:** 213

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|213|$20.1M|$0|$0|

| 2023|225|$19.0M|$77,750|$0|

| 2022|230|$17.1M|$918,588|$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|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$74,342|—|$74,342|

| TOWERS WATSON INVESTMENT SVCS, INC.|Other Service Provider|$33,482|—|$33,482|

| BANK OF NEW YORK MELLON|Custodian / Trustee|$11,222|—|$11,222|

| MOSS ADAMS LLP|Other Service Provider|$10,500|—|$10,500|

| USI CONSULTING GROUP, INC.|Recordkeeper|$10,450|—|$10,450|

| STATE STREET GLOBAL ADVSRS TRST CO|Investment Advisor|$6,364|—|$6,364|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,360

- **Estimated Expense Ratio:** 0.729% 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|$146,818|$39,845|$10,450|$10,500|—|

| 2023|$184,778|$30,991|$1,335|$43,505|—|

| 2022|$192,179|$38,509|—|—|$153,670|

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