Plan Ledger DOL Form 5500 · updated monthly

West Yost & Associates, Inc.401(k)

WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN · DAVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

West Yost & Associates, Inc. reported $175,711 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $6,998 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 0.13% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,736th-largest of 9,483 plans among California employers on file, and the 2,710th of 11,654 in professional & technical services. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 201 to 227 since 2022.

Plan summary
Net assets, end of year$51,197,441
Participants with balances287
Active participants227
Employer contributions$1,588,568
Employee contributions$2,838,410
Employer contribution per active participant$6,998
Average account balance$178,388
Benefits paid to participants$3,474,201
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.2M · 287 accts · $1.6M emplr
2023$43.4M · 281 accts · $1.4M emplr
2022$34.5M · 264 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,540
Investment management$97,171
Total administrative$175,711
The West Yost & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$6,998
Median for plans this size$2,416
2024$6,998 per active participant
2023$6,379 per active participant
2022$5,990 per active participant

West Yost & Associates, 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
CAP FINANCIAL PARTNERS LLC · Investment advisory (plan)$97,171
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$78,540

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$175,711 · 0.37%
2023$58,040 · 0.15%
2022$44,174 · 0.13%
All plans at this employer2
WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN401(k)
WEST YOST & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · California
Notion Labs, Inc. CA$52.2M · 0.06%
Trailer Park, Inc. CA$52.0M · 0.19%
Deel, Inc. CA$51.5M · 0.19%
Atac CA$51.4M · 0.14%
Infogain Corporation CA$51.1M · 0.00%
Liftoff Mobile, Inc. CA$50.7M · 0.01%
Adyen N.V. CA$50.6M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680370826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.