Plan Ledger DOL Form 5500 · updated monthly

David Yurman Enterprises, LLC401(k)

DAVID YURMAN ENTERPRISES, LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

David Yurman Enterprises, LLC reported $224,508 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,736 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 fell from 0.25% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 734th-largest of 5,648 plans among New York employers on file, and the 1,778th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 895 to 1,174 since 2022.

Plan summary
Net assets, end of year$109,934,238
Participants with balances1,122
Active participants1,174
Employer contributions$4,386,471
Employee contributions$8,162,545
Employer contribution per active participant$3,736
Average account balance$97,981
Benefits paid to participants$9,282,268
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.9M · 1,122 accts · $4.4M emplr
2023$91.4M · 1,040 accts · $3.6M emplr
2022$72.3M · 941 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,810
Investment management$129,698
Total administrative$224,508
The David Yurman Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$3,736
Median for plans this size$3,635
2024$3,736 per active participant
2023$3,420 per active participant
2022$1,720 per active participant

David Yurman Enterprises, LLC's 2024 employer contribution ran above the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,810
USI ADVISORS INC · Investment advisory (plan)$85,957
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$43,741

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

Administrative cost history3
2024$224,508 · 0.22%
2023$189,439 · 0.23%
2022$197,742 · 0.25%
Same employer
Similar plansManufacturing · New York
Roivant Sciences, Inc. NY$115.4M · 0.24%
Alvogen Group, Inc. NY$105.6M · 0.05%
Institutional Investor, LLC NY$104.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454614722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.