Plan Snapshot
- Plan Sponsor: Youngquist Brothers, LLC
- Sponsor EIN: 591836961
- Sponsor Address: 15465 PINE RIDGE ROAD, FORT MYERS, FL, 33908
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $3.8M
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 | 305 | $3.8M | $824,213 | $520,534 |
| 2023 | 385 | $3.5M | $951,713 | $504,461 |
| 2022 | 325 | $2.3M | $487,353 | $403,592 |
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 |
|---|---|---|---|---|
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — 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 | $75,932 | — | $75,932 | — | — |
| 2023 | $63,364 | — | $63,364 | — | — |
| 2022 | $40,653 | — | $40,653 | — | — |