Plan Snapshot
- Plan Sponsor: Younger Mfg. Co.
- Sponsor EIN: 951851598
- Sponsor Address: 2925 CALIFORNIA STREET, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $41.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $41.2M | $727,880 | $1.3M |
| 2023 | 122 | $36.4M | $700,539 | $1.3M |
| 2022 | 123 | $30.1M | $697,778 | $1.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT ADVISOR | $47,763 | — | $47,763 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $16,154 | — | $16,154 |
| THE RYDING COMPANY | CONTRACT ADMIN | $10,074 | — | $10,074 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,991
- Estimated Expense Ratio: 0.180% 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 | $73,991 | — | $73,991 | — | — |
| 2023 | $64,122 | $64,122 | — | — | — |
| 2022 | $63,272 | $63,272 | — | — | — |