Plan Ledger DOL Form 5500 · updated monthly

Ycharts Inc.401(k)

YCHARTS 401(K) PLAN · CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Ycharts Inc. reported $23,697 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $5,248 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 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Illinois (2,340th of 3,702), and 1,477th of 2,199 in information & media. In 2025, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 118 to 131 since 2023.

Plan summary
Net assets, end of year$10,572,625
Participants with balances149
Active participants131
Employer contributions$687,445
Employee contributions$1,361,760
Employer contribution per active participant$5,248
Average account balance$70,957
Benefits paid to participants$489,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$10.6M · 149 accts · $687K emplr
2024$7.4M · 137 accts · $351K emplr
2023$5.0M · 126 accts · $318K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,907
Investment management$20,790
Total administrative$23,697
The Ycharts Inc. 401(k) match · 2025
Employer contribution per active participant$5,248
Median for plans this size$1,464
2025$5,248 per active participant
2024$2,926 per active participant
2023$2,698 per active participant

Ycharts Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PCS RETIREMENT · Contract administrator · Recordkeeping$2,907
NEWSQUARE CAPITAL, LLC · Investment advisory (plan) · Investment management$20,790

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

Recordkeeper by year3
2025PCS Retirement
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2025$23,697 · 0.26%
2024$27,371 · 0.44%
2023$15,353 · 0.38%
Same employer
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Callpod, Inc. IL$12.2M · 0.05%
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Access One Inc. IL$8.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272106940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.