Plan Snapshot
- Plan Sponsor: Yunker Industries, INC.
- Sponsor EIN: 362479687
- Sponsor Address: 310 O'CONNOR DRIVE, ELKHORN, WI, 531214292
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $9.4M
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 | 119 | $9.4M | $61,852 | $500,116 |
| 2023 | 114 | $8.3M | $46,587 | $391,023 |
| 2022 | 133 | $6.9M | $34,258 | $298,155 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | CONTRACT ADMIN | $52,842 | — | $52,842 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — CONTRACT ADMIN
- 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: $52,842
- Estimated Expense Ratio: 0.562% 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 | $52,842 | — | $52,842 | — | — |
| 2023 | $43,846 | — | $43,846 | — | — |
| 2022 | $44,946 | — | $44,946 | — | — |