Plan Snapshot
- Plan Sponsor: Youth Villages, INC.
- Sponsor EIN: 581716970
- Sponsor Address: 3320 BROTHER BLVD, MEMPHIS, TN, 38133
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,576
- Total Assets: $146.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 3,576 | $146.4M | $0 | $0 |
| 2024 | 2,821 | $110.0M | $8.8M | $9.3M |
| 2023 | 2,422 | $86.0M | $6.9M | $7.1M |
| 2022 | 2,048 | $62.8M | $5.5M | $5.4M |
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 COMPANY | Recordkeeper | $335,178 | — | $335,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $335,178
- Estimated Expense Ratio: 0.229% 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 |
|---|---|---|---|---|---|
| 2025 | $9,032,914 | — | $335,178 | — | — |
| 2024 | $268,956 | — | $268,956 | — | — |
| 2023 | $239,365 | — | $239,365 | — | — |
| 2022 | $219,866 | — | $219,866 | — | — |