Plan Snapshot
- Plan Sponsor: Youth Development Institute
- Sponsor EIN: 860841341
- Sponsor Address: 1830 E. ROOSEVELT, PHOENIX, AZ, 85006
- Plan Type: 403(b)
- Total Participants: 227
- Total Assets: $3.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $3.6M | $37,968 | $244,966 |
| 2023 | 151 | $3.5M | $36,903 | $215,195 |
| 2022 | 132 | $3.8M | $49,859 | $271,653 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PL | Auditor | — | — | $0 |
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 | $18,826 | $18,826 | — | — | — |
| 2023 | $20,611 | — | $20,611 | — | — |
| 2022 | $20,417 | $1,885 | $18,532 | — | — |