Plan Snapshot
- Plan Sponsor: Yugo Usa LLC
- Sponsor EIN: 364744507
- Sponsor Address: 250 FILLMORE STREET, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2024 | 278 | $4.4M | $441,391 | $812,301 |
| 2023 | 319 | $3.4M | $628,170 | $847,213 |
| 2022 | 299 | $2.1M | $338,873 | $465,964 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $151,040 | $135,201 | — | — | — |
| 2023 | $93,914 | $25 | — | — | — |
| 2022 | $54,417 | — | — | — | — |