Plan Ledger DOL Form 5500 · updated monthly

Yazoo Mills, Inc.401(k)

YAZOO MILLS, INC. CASH OR DEFERRED PROFIT SHARING PLAN · NEW OXFORD, PA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Yazoo Mills, Inc. reported $48,338 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $909 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,192nd of 3,651), and 8,337th of 13,661 in manufacturing. In 2023, employees put in $4.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,064,857
Participants with balances152
Active participants169
Employer contributions$153,684
Employee contributions$699,515
Employer contribution per active participant$909
Average account balance$72,795
Benefits paid to participants$161,579
Plan auditUnmodified (clean) audit opinion
AuditorBROWN SHULTZ SHERIDAN & FRITZ
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 159 accts · $290K emplr
2023$11.1M · 152 accts · $154K emplr
2022$8.8M · 142 accts · $137K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,108
Investment management$24,230
Total administrative$48,338
The Yazoo Mills, Inc. 401(k) match · 2023
Employer contribution per active participant$909
Median for plans this size$1,308
2024$1,657 per active participant
2023$909 per active participant
2022$875 per active participant

Yazoo Mills, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$19,762
LPL FINANCIAL · Investment advisory (plan)$3,995
EMPOWER ADVISORY GROUP, LLC · Investment management$473

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$56,122 · 0.51%
2023$48,338 · 0.49%
2022$49,010 · 0.52%
Same employer
Similar plansManufacturing · Pennsylvania
Donsco, Inc. PA$11.2M · 0.48%
United Refractories Co. PA$11.2M · 0.50%
Smc Global Holdings, Inc PA$11.1M · 0.31%
The Exone Company PA$11.1M · 0.31%
Distributor Service, Inc. PA$11.1M · 0.65%
Wendell H. Stone Co., Inc. PA$11.0M · 0.49%
Trion Industries, Inc PA$10.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231238355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.