Plan Ledger DOL Form 5500 · updated monthly

Robert J. Young Company, Inc.401(k)

R. J. YOUNG PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Robert J. Young Company, Inc. reported $241,197 in plan administrative expenses for 2024: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,248 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 0.34% to 0.37%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 231st-largest of 1,496 plans among Tennessee employers on file, and the 304th of 3,341 in other services. In 2024, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,136,549
Participants with balances813
Active participants680
Employer contributions$1,528,574
Employee contributions$3,562,262
Employer contribution per active participant$2,248
Average account balance$83,809
Benefits paid to participants$8,623,918
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$68.1M · 813 accts · $1.5M emplr
2023$61.2M · 802 accts · $1.1M emplr
2022$51.2M · 789 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,238
Investment management$161,959
Total administrative$241,197
The Robert J. Young Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$3,635
2024$2,248 per active participant
2023$1,541 per active participant
2022$1,940 per active participant

Robert J. Young Company, Inc.'s 2024 employer contribution ran below 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
MERRILL LYNCH · Investment advisory (participants)$128,914
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,238
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$33,045

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$241,197 · 0.37%
2023$241,097 · 0.43%
2022$193,847 · 0.34%
Same employer
Similar plansOther Services · Tennessee
Ducks Unlimited, Inc. TN$185.5M · 0.11%
Youth Villages, Inc. TN$146.4M · 0.26%
Servpro Industries, LLC TN$56.2M · 0.13%
Edfinancial Services, LLC TN$29.4M · 0.57%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 620760182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.