Plan Ledger DOL Form 5500 · updated monthly

Wyrick Robbins Yates & Ponton LLP401(k)

WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Wyrick Robbins Yates & Ponton LLP reported $161,302 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $16,575 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 0.19% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 204th-largest of 2,005 plans among North Carolina employers on file, and the 1,486th of 11,654 in professional & technical services. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 153 to 174 since 2022.

Plan summary
Net assets, end of year$101,629,219
Participants with balances220
Active participants174
Employer contributions$2,884,054
Employee contributions$2,961,827
Employer contribution per active participant$16,575
Average account balance$461,951
Benefits paid to participants$3,442,249
Plan auditUnmodified (clean) audit opinion
AuditorBATCHELOR, TILLERY & ROBERTS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$101.6M · 220 accts · $2.9M emplr
2023$87.1M · 212 accts · $2.5M emplr
2022$70.4M · 203 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,763
Investment management$96,099
Audit (IQPA)$11,440
Total administrative$161,302
The Wyrick Robbins Yates & Ponton LLP 401(k) match · 2024
Employer contribution per active participant$16,575
Median for plans this size$3,635
2024$16,575 per active participant
2023$15,406 per active participant
2022$15,421 per active participant

Wyrick Robbins Yates & Ponton LLP's 2024 employer contribution ran above the $3,635 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 · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$55,707
CAPFINANCIAL PARTNERS LLC · Investment management$75,000
BATCHELOR TILLERY AND ROBERTS LLP · Accounting / audit$11,440
SANCTUARY ADVISORS, LLC · Investment advisory (participants)$7,480
CHARLES SCHWAB & CO., INC. · Securities brokerage$195

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$161,302 · 0.17%
2023$131,838 · 0.17%
2022$149,288 · 0.19%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Channeladvisor Corporation NC$109.3M · 0.11%
Octapharma Plasma, Inc. NC$106.1M · 1.14%
Propharma Group NC$104.7M · 0.51%
Flexential Corp. NC$100.1M · 0.11%
McKim & Creed, Inc. NC$80.6M · 0.01%
Scottmadden, Inc. NC$80.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561400994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.