# Young Plumbing & Heating Co. 401(k) Plan
Source: https://planprovider.pro/companies/young-plumbing-heating-co-401k-plan

> Young Plumbing & Heating Co.'s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Young Plumbing & Heating Co.

- **Sponsor EIN:** 420929389

- **Sponsor Address:** PO BOX 1077, WATERLOO, IA, 507041077

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

- **Total Participants:** 119

- **Total Assets:** $37.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|119|$37.4M|$1.0M|$605,616|

| 2023|114|$33.6M|$985,090|$553,738|

| 2022|101|$29.7M|$882,492|$549,395|

## 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|

| ACCEL WEALTH MANAGEMENT|INVESTMENT ADVISORY|—|$62,025|$62,025|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$43,159|—|$43,159|

| BERGANKDV, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,184

- **Estimated Expense Ratio:** 0.281% 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|$47,132|—|$43,159|—|—|

| 2023|$650|—|$650|—|—|

| 2022|$2,909|—|$1,100|—|—|

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