Plan Ledger DOL Form 5500 · updated monthly

Yankee Leisure Group401(k)

YANKEE LEISURE GROUP 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Yankee Leisure Group reported $8,939 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,320 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 1 year on file its reported administrative ratio fell from 0.16% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (2,117th of 2,726), and 3,317th of 4,246 in wholesale trade. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,277,197
Participants with balances188
Active participants195
Employer contributions$257,312
Employee contributions$522,531
Employer contribution per active participant$1,320
Average account balance$38,708
Benefits paid to participants$308,970
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH&BROWN
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 188 accts · $257K emplr
2023$5.8M · 159 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,316
Investment management$3,623
Total administrative$8,939
The Yankee Leisure Group 401(k) match · 2024
Employer contribution per active participant$1,320
Median for plans this size$1,313
2024$1,320 per active participant
2023$1,517 per active participant

Yankee Leisure Group's 2024 employer contribution ran above the $1,313 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 · 20241

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

Administrative cost history2
2024$8,939 · 0.14%
2023$8,240 · 0.16%
Same employer
Similar plansWholesale Trade · Massachusetts
Lewa America Inc MA$7.9M · 0.06%
Maki Corporation MA$7.7M · 0.51%
Pro-Link, Inc. MA$7.6M · 0.07%
Fresh American, LLC MA$6.8M · 0.63%
McCue Corporation MA$6.4M · 0.68%
Mid City Steel Corp. MA$6.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042604213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.