Plan Ledger DOL Form 5500 · updated monthly

Ygrene Energy Fund, Inc.401(k)

YGRENE 401(K) PLAN · MIAMI, FL · plan year 2022

Reported admin expense ratio · 2022
0.29%

Ygrene Energy Fund, Inc. reported $25,774 in plan administrative expenses for 2022: 0.29% of average plan assets, below the peer median. 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 rose from 0.29% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (2,169th of 3,644), and 4,288th of 4,798 in finance & insurance. In 2022, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,930,556
Participants with balances222
Active participants0
Employer contributions$810,821
Employee contributions$1,967,316
Employer contribution per active participant—
Average account balance$31,219
Benefits paid to participants$4,775,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.5M · 126 accts
2022$6.9M · 222 accts · $811K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,774
Total administrative$25,774
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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

Administrative cost history3
2024Not separately reported
2023$24,530 · 0.47%
2022$25,774 · 0.29%
Same employer
Similar plansFinance & Insurance · Florida
Intercredit Bank, N.A. FL$7.2M · 0.65%
Scooterbug, Inc. FL$7.1M · 0.35%
Nqm Funding, LLC FL$7.0M · 1.30%
King Risk Partners, LLC FL$6.9M · 1.11%
Carisk Partners, Inc. FL$6.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273092557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.