Plan Snapshot
- Plan Sponsor: Youth And Family Alternatives, INC.
- Sponsor EIN: 591545990
- Sponsor Address: 7524 PLATHE ROAD, NEW PORT RICHEY, FL, 34653
- Plan Type: 403(b)
- Total Participants: 326
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 326 | $5.9M | $312,769 | $678,248 |
| 2023 | 355 | $5.4M | $139,319 | $294,967 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO. | Recordkeeper | $88,740 | — | $88,740 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | — | $17,349 | $17,349 |
| R.J.L. PENSION SERVICES, INC. | Recordkeeper | $13,551 | $1,713 | $15,264 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,353
- Estimated Expense Ratio: 2.055% 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 | $103,805 | — | $103,101 | — | — |
| 2023 | $44,399 | — | $44,399 | — | — |