Plan Ledger DOL Form 5500 · updated monthly

Yancey Bros. Co401(k)

YANCEY BROS. EMPLOYEES' 401(K) PROFIT SHARING PLAN · AUSTELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Yancey Bros. Co reported $378,837 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,803 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 0.09% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 149th-largest of 2,160 plans among Georgia employers on file, and the 195th of 5,215 in retail trade. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 1,625 to 2,186 since 2022.

Plan summary
Net assets, end of year$231,812,582
Participants with balances2,557
Active participants2,186
Employer contributions$10,499,543
Employee contributions$14,491,143
Employer contribution per active participant$4,803
Average account balance$90,658
Benefits paid to participants$24,247,469
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$231.8M · 2,557 accts · $10.5M emplr
2023$203.6M · 2,188 accts · $9.2M emplr
2022$167.9M · 1,961 accts · $8.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166,863
Investment management$100,000
Audit (IQPA)$15,000
Total administrative$378,837
The Yancey Bros. Co 401(k) match · 2024
Employer contribution per active participant$4,803
Median for plans this size$3,635
2024$4,803 per active participant
2023$5,019 per active participant
2022$5,244 per active participant

Yancey Bros. Co's 2024 employer contribution ran above 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$166,863
PNC BANK · Consulting · Investment advisory (plan)$100,000
FRAZIER & DEETER · Accounting / audit$15,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$378,837 · 0.17%
2023$284,621 · 0.15%
2022$169,286 · 0.09%
Same employer
Similar plansRetail Trade · Georgia
Ieh Auto Parts LLC GA$288.6M · 0.14%
National Vision, Inc. GA$234.8M · 0.45%
Aaron's, LLC GA$186.0M · 0.18%
Racetrac, Inc. GA$156.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580515740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.