Plan Snapshot
- Plan Sponsor: Young'S Market Company, LLC
- Sponsor EIN: 330780329
- Sponsor Address: 4300 WILDWOOD PARKWAY, ATLANTA, GA, 30339
- Plan Type: DB
- Total Participants: 136
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $52.1M | $1.9M | $0 |
| 2023 | 148 | $54.6M | $2.5M | $0 |
| 2022 | 165 | $55.5M | $2.0M | $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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.034% 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 | $794,047 | $80,652 | $156,689 | $17,500 | — |
| 2023 | $1,125,404 | $350,636 | — | $17,250 | — |
| 2022 | $858,032 | $50,000 | — | — | $235,222 |