Plan Snapshot
- Plan Sponsor: Young Conaway Stargatt & Taylor, LLP
- Sponsor EIN: 510082644
- Sponsor Address: 1000 NORTH KING STREET, WILMINGTON, DE, 19801
- Plan Type: DC
- Total Participants: 257
- Total Assets: $131.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 257 | $131.4M | $3.6M | $3.7M |
| 2023 | 219 | $115.6M | $3.4M | $3.3M |
| 2022 | 217 | $99.3M | $3.2M | $3.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $91,211 | — | $91,211 |
| AFFINITY WEALTH MANAGEMENT LLC | NONE | $43,573 | — | $43,573 |
| LPL FINANCIAL | NONE | $18,517 | — | $18,517 |
| WBH ADVISORY INC | NONE | $10,841 | — | $10,841 |
| BELFINT, LYONS & SHUMAN,P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- LPL FINANCIAL — NONE
- BELFINT, LYONS & SHUMAN,P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,142
- Estimated Expense Ratio: 0.125% 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 | $209,383 | $208,719 | — | — | — |
| 2023 | $164,242 | $163,341 | — | — | — |
| 2022 | $178,842 | $177,641 | — | — | — |