Plan Snapshot
- Plan Sponsor: Young'S Holdings, INC.
- Sponsor EIN: 954275261
- Sponsor Address: 15 ENTERPRISE AVENUE SUITE 100, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $39.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 309 | $39.0M | $1.4M | $3.0M |
| 2023 | 267 | $33.9M | $1.4M | $2.9M |
| 2022 | 304 | $27.8M | $1.3M | $2.7M |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 |
|---|---|---|---|---|---|
| 2024 | $54,530 | $54,530 | — | — | — |
| 2023 | $54,082 | $53,682 | — | — | — |
| 2022 | $31,753 | — | $31,700 | — | — |