Plan Snapshot
- Plan Sponsor: Youth Enrichment Brands
- Sponsor EIN: 882506176
- Sponsor Address: 12240 LIONESS WAY, PARKER, CO, 80134
- Plan Type: 401(k)
- Total Participants: 1,275
- Total Assets: $18.4M
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 | 1,275 | $18.4M | $985,608 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $47,040 | — | $47,040 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT/FINANCIAL ADVI | $21,992 | — | $21,992 |
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $8,666 | — | $8,666 |
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,698
- Estimated Expense Ratio: 0.421% 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 | $77,699 | — | — | — | — |