Plan Ledger DOL Form 5500 · updated monthly

The Yaffe Companies, Incorporated401(k)

THE YAFFE COMPANIES INCORPORATED 401(K) PLAN · MUSKOGEE, OK · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

The Yaffe Companies, Incorporated reported $101,691 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $858 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 0.57% to 0.61%. 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 the 270th-largest of 724 plans among Oklahoma employers on file, and the 2,029th of 4,246 in wholesale trade. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,465,520
Participants with balances232
Active participants276
Employer contributions$236,867
Employee contributions$547,512
Employer contribution per active participant$858
Average account balance$79,593
Benefits paid to participants$1,021,264
Plan auditUnmodified (clean) audit opinion
AuditorMARKSNELSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 232 accts · $237K emplr
2023$14.7M · 244 accts · $219K emplr
2022$12.3M · 234 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,435
Investment management$91,551
Total administrative$101,691
The The Yaffe Companies, Incorporated 401(k) match · 2024
Employer contribution per active participant$858
Median for plans this size$2,416
2024$858 per active participant
2023$825 per active participant
2022$773 per active participant

The Yaffe Companies, Incorporated'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 · 20242
JULY BUSINESS SERVICES · Recordkeeping$6,435
AVANTAX ADVISORY SERVICES, INC. · Investment management · Securities brokerage$91,551

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

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

Administrative cost history3
2024$101,691 · 0.61%
2023$79,078 · 0.59%
2022$79,805 · 0.57%
Similar plansWholesale Trade · Oklahoma
Axh Holdings, LLC OK$25.5M · 0.03%
T & W Tire Company OK$25.0M · 0.44%
Apmex LLC OK$22.2M · 0.08%
Orange Power Group, LLC OK$16.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731535466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.