Plan Ledger DOL Form 5500 · updated monthly

Utah Youth Village, Inc.401(k)

UTAH YOUTH VILLAGE, INC. PROFIT SHARING PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Utah Youth Village, Inc. reported $78,319 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,990 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 0.65% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 390th-largest of 848 plans among Utah employers on file, and the 4,782nd of 11,911 in health care & social assistance. In 2024, the employer put in $2.29 for every $1.00 employees contributed themselves; active participation has grown from 108 to 120 since 2022.

Plan summary
Net assets, end of year$13,559,340
Participants with balances370
Active participants120
Employer contributions$598,823
Employee contributions$261,839
Employer contribution per active participant$4,990
Average account balance$36,647
Benefits paid to participants$1,825,381
Plan auditUnmodified (clean) audit opinion
AuditorEIDEBAILLY
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 370 accts · $599K emplr
2023$12.8M · 384 accts · $575K emplr
2022$10.8M · 343 accts · $537K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,077
Investment management$52,242
Total administrative$78,319
The Utah Youth Village, Inc. 401(k) match · 2024
Employer contribution per active participant$4,990
Median for plans this size$2,416
2024$4,990 per active participant
2023$5,274 per active participant
2022$4,970 per active participant

Utah Youth Village, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$52,242

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$78,319 · 0.59%
2023$75,339 · 0.64%
2022$81,501 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Donorconnect UT$15.0M · 0.48%
Gold Cross Services Inc. UT$15.0M · 0.49%
Brighton G&B Holdings Inc. UT$13.7M · 0.80%
Community Nursing Services UT$13.4M · 0.55%
Mt. Ogden Eye Center, LLC UT$11.5M · 0.35%
Chrysalis Utah, Inc. UT$10.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870301014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.