Plan Ledger DOL Form 5500 · updated monthly

Yanmar America Corporation401(k)

YANMAR GROUP 401(K) SAVINGS PLAN · ADAIRSVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Yanmar America Corporation reported $202,347 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,571 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 0.38% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 353rd-largest of 2,160 plans among Georgia employers on file, and the 563rd of 4,246 in wholesale trade. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 801 to 984 since 2022.

Plan summary
Net assets, end of year$73,234,610
Participants with balances1,106
Active participants984
Employer contributions$2,529,751
Employee contributions$4,447,347
Employer contribution per active participant$2,571
Average account balance$66,216
Benefits paid to participants$7,344,569
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$73.2M · 1,106 accts · $2.5M emplr
2023$65.8M · 1,070 accts · $2.6M emplr
2022$47.2M · 1,249 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$202,347
Total administrative$202,347
The Yanmar America Corporation 401(k) match · 2024
Employer contribution per active participant$2,571
Median for plans this size$3,635
2024$2,571 per active participant
2023$2,730 per active participant
2022$2,324 per active participant

Yanmar America Corporation's 2024 employer contribution ran below 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 · 20245
ATLANTA CONSULTING GROUP · Investment advisory (plan)$71,415
EMPOWER ADVISORY GROUP, LLC · Investment management$46,721
ERISA SERVICES OF GEORGIA, LLC · Contract administrator$24,476
ASCENSUS HOLDINGS INC · Contract administrator$1,452

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$202,347 · 0.29%
2023$183,071 · 0.32%
2022$188,301 · 0.38%
Same employer
Similar plansWholesale Trade · Georgia
Barco, Inc. GA$98.3M · 0.20%
S.P. Richards Company GA$66.8M · 0.12%
Gourmet Foods International GA$58.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363136414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.