Plan Snapshot
- Plan Sponsor: Yunex LLC
- Sponsor EIN: 862136678
- Sponsor Address: 2442 CONWAY BLVD, PORT CHARLOTTE, FL, 339525607
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 234 | $27.8M | $1.2M | $1.8M |
| 2023 | 255 | $25.0M | $1.3M | $1.8M |
| 2022 | 264 | $21.6M | $557,451 | $975,563 |
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 | $78,803 | — | $78,803 |
| MERCER INVESTMENTS LLC | Investment Advisor | — | $18,593 | $18,593 |
| MERCER | Investment Advisor | $9,527 | — | $9,527 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,923
- Estimated Expense Ratio: 0.385% 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 | $88,595 | $9,526 | $79,069 | — | — |
| 2023 | $76,688 | — | $76,688 | — | — |
| 2022 | $14,615 | — | $14,615 | — | — |