# Young Conaway Stargatt & Taylor, LLP DC Plan
Source: https://planprovider.pro/companies/young-conaway-stargatt-taylor-llp-plan-001

> Young Conaway Stargatt & Taylor, LLP's DC plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — NONE

- [BELFINT, LYONS & SHUMAN,P.A](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|—|—|—|

## Similar Plans

- [Richards, Layton & Finger, P.A.](https://planprovider.pro/companies/richards-layton-finger-p-a-plan) — 315 participants

- [Maron Marvel Bradley Anderson & Tardy LLC](https://planprovider.pro/companies/maron-marvel-bradley-anderson-tardy-llc-401k-plan) — 190 participants

- [Grant & Eisenhofer, P.A.](https://planprovider.pro/companies/grant-eisenhofer-p-a-401k-plan) — 187 participants

- [Morris James LLP](https://planprovider.pro/companies/morris-james-llp-plan-001) — 162 participants

- [Potter Anderson & Corroon LLP](https://planprovider.pro/companies/potter-anderson-corroon-llp-plan-001) — 147 participants

- [Morris, Nichols, Arsht & Tunnell LLP](https://planprovider.pro/companies/morris-nichols-arsht-tunnell-llp-plan) — 138 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/young-conaway-stargatt-taylor-llp-plan-001)

© 2026 PlanProvider.Pro