Plan Ledger DOL Form 5500 · updated monthly

Daniel F. Young, Inc.401(k)

DANIEL F. YOUNG 401(K) PLAN · BERWYN, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Daniel F. Young, Inc. reported $6,288 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,569 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,103rd of 3,651), and the 1,039th of 2,677 in transportation & warehousing. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has grown from 144 to 165 since 2022.

Plan summary
Net assets, end of year$12,018,393
Participants with balances223
Active participants165
Employer contributions$258,810
Employee contributions$925,790
Employer contribution per active participant$1,569
Average account balance$53,894
Benefits paid to participants$754,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 223 accts · $259K emplr
2023$10.4M · 206 accts · $230K emplr
2022$10.0M · 194 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,494
Investment management$794
Total administrative$6,288
The Daniel F. Young, Inc. 401(k) match · 2024
Employer contribution per active participant$1,569
Median for plans this size$2,416
2024$1,569 per active participant
2023$1,445 per active participant
2022$1,568 per active participant

Daniel F. Young, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$6,288

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,288 · 0.06%
2023$6,424 · 0.06%
2022$3,793 · 0.04%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Horwith Trucks, Inc. PA$15.3M · 0.22%
Allen Distribution PA$13.3M · 1.66%
A & S Services Group, LLC PA$12.5M · 1.18%
O. D. Anderson, Inc. PA$12.0M · 0.63%
Napa Transportation, Inc. PA$11.3M · 0.58%
Watsontown Trucking Company PA$11.0M · 0.20%
Aaa Mid States PA$10.1M · 0.03%
Bowser-Regal, Inc. PA$9.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135496410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.