Plan Ledger DOL Form 5500 · updated monthly

Yorktown Systems Group401(k)

YORKTOWN SYSTEMS GROUP 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Yorktown Systems Group reported $79,131 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,504 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 0.60% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 324th-largest of 902 plans among Alabama employers on file, and 5,904th of 11,654 in professional & technical services. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 531 to 458 since 2022.

Plan summary
Net assets, end of year$18,060,999
Participants with balances404
Active participants458
Employer contributions$688,663
Employee contributions$1,322,030
Employer contribution per active participant$1,504
Average account balance$44,705
Benefits paid to participants$1,892,255
Plan auditUnmodified (clean) audit opinion
AuditorANGLIN REICHMANN ARMSTRONG
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 404 accts · $689K emplr
2023$15.6M · 434 accts · $840K emplr
2022$12.9M · 510 accts · $965K emplr
The Yorktown Systems Group 401(k) match · 2024
Employer contribution per active participant$1,504
Median for plans this size$2,416
2024$1,504 per active participant
2023$1,841 per active participant
2022$1,818 per active participant

Yorktown Systems Group's 2024 employer contribution ran below the $2,416 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
WAVERLY ADVISORS, LLC · Pension consulting · Investment advisory (participants)$79,131

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$79,131 · 0.47%
2023$78,501 · 0.55%
2022$83,051 · 0.60%
Same employer
Similar plansProfessional & Technical Services · Alabama
Simpeo, LLC AL$18.5M · 1.05%
4M Research, Inc. AL$18.4M · 0.02%
Mspark Media, LLC AL$18.2M · 0.00%
Teksouth Corporation AL$17.4M · 0.42%
Lewis Communications, Inc. AL$16.8M · 0.25%
Aerie Aerospace LLC AL$16.4M · 0.44%
Aetos Systems, Inc. AL$15.6M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200530959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.