Plan Snapshot
- Plan Sponsor: Younique, LLC
- Sponsor EIN: 371696364
- Sponsor Address: 3400 WEST MAYFLOWER AVENUE, LEHI, UT, 84043
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 166
- Total Assets: $15.3M
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. |
|---|---|---|---|---|
| 2023 | 166 | $15.3M | $658,329 | $1.2M |
| 2022 | 303 | $11.9M | $795,565 | $1.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $40,384 | — | $40,384 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $31,575 | — | $31,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,959
- Estimated Expense Ratio: 0.470% 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 |
|---|---|---|---|---|---|
| 2023 | $71,959 | $31,575 | $40,384 | — | — |
| 2022 | $69,865 | — | $69,865 | — | — |