Plan Snapshot
- Plan Sponsor: Young Brothers, LLC
- Sponsor EIN: 990105204
- Sponsor Address: 1331 NORTH NIMITZ HWY, HONOLULU, HI, 96817
- Plan Type: DB
- Total Participants: 206
- Total Assets: $82.8M
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 | 206 | $82.8M | $3.0M | $0 |
| 2023 | 216 | $81.4M | $0 | $0 |
| 2022 | 211 | $77.6M | $1.9M | $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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. | Other Service Provider | $139,418 | — | $139,418 |
| WILLIS TOWERS WATSON US LLC | Actuary | $120,854 | — | $120,854 |
| USI CONSULTING GROUP, INC. | Recordkeeper | $40,356 | — | $40,356 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $24,992 | — | $24,992 |
| BLACKROCK INSTITUTIONAL TRST CO NA | Other Service Provider | $11,955 | — | $11,955 |
| HAGEN KURTH PERMAN CO.,P.S. | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- HAGEN KURTH PERMAN CO.,P.S. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $342,575
- Estimated Expense Ratio: 0.414% 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 | $606,587 | $151,480 | $40,356 | $5,000 | — |
| 2023 | $532,656 | $129,190 | $28,102 | $24,500 | — |
| 2022 | $531,313 | $112,983 | $31,975 | — | $170,265 |