Plan Ledger DOL Form 5500 · updated monthly

Jd Young Company, Inc.401(k)

JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Jd Young Company, Inc. reported $18,750 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $390 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 0.11% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oklahoma (378th of 724), and 2,774th of 4,246 in wholesale trade. In 2024, employees put in $7.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,094,399
Participants with balances97
Active participants115
Employer contributions$44,874
Employee contributions$316,365
Employer contribution per active participant$390
Average account balance$114,375
Benefits paid to participants$476,998
Plan auditUnmodified (clean) audit opinion
AuditorHOGAN TAYLOR
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 97 accts · $45K emplr
2023$9.6M · 109 accts · $46K emplr
2022$7.6M · 101 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$532
Investment management$8,245
Trustee / custodial$9,973
Total administrative$18,750
The Jd Young Company, Inc. 401(k) match · 2024
Employer contribution per active participant$390
Median for plans this size$2,416
2024$390 per active participant
2023$358 per active participant
2022$379 per active participant

Jd Young Company, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
THE TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$18,750

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

Recordkeeper by year2
2024THE TRUST COMPANY OF OKLAHOMA
2023THE TRUST COMPANY OF OKLAHOMA

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

Administrative cost history3
2024$18,750 · 0.18%
2023$9,700 · 0.11%
2022$9,339 · 0.11%
Same employer
Similar plansWholesale Trade · Oklahoma
Rl Hudson & Company OK$10.6M · 0.52%
Fellers, LLC OK$10.3M · 0.65%
Utility Tri-State, Inc. OK$10.3M · 0.09%
Hunzicker Brothers, Inc. OK$10.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730628766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.