Plan Snapshot
- Plan Sponsor: Yusa Corporation
- Sponsor EIN: 311208849
- Sponsor Address: 151 JAMISON RD. SW, WASHINGTON COURT HOUSE, OH, 43160
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $22.3M
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 | 353 | $22.3M | $257,641 | $805,853 |
| 2023 | 292 | $20.5M | $252,782 | $770,751 |
| 2022 | 304 | $17.3M | $234,657 | $729,032 |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | ADVISOR | $40,884 | — | $40,884 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,280 | — | $35,280 |
| GBQ PARTNERS LLC | ACCOUNTANT/AUDITOR | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GBQ PARTNERS LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,664
- Estimated Expense Ratio: 0.375% 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 | $83,664 | $40,884 | — | $7,500 | — |
| 2023 | $73,961 | $35,669 | — | $7,000 | — |
| 2022 | $91,950 | — | — | — | — |