# Young House Family Services, 401(k) Plan
Source: https://planprovider.pro/companies/young-house-family-services-inc-plan

> Young House Family Services,'s 401(k) plan: 56 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Young House Family Services,

- **Sponsor EIN:** 420959956

- **Sponsor Address:** 4717 SULLIVAN SLOUGH RD, BURLINGTON, IA, 526019013

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

- **Total Participants:** 56

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|56|$2.9M|$8,842|$59,273|

| 2024|65|$2.7M|$6,574|$50,946|

| 2023|31|$2.7M|$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|

| ANDERSON LARKIN & CO, PC|Independent Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ANDERSON LARKIN & CO, PC](https://planprovider.pro/provider/anderson-larkin-and-co-pc) — Independent Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|$677|—|—|—|—|

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