Plan Ledger DOL Form 5500 · updated monthly

Yosemite Management Group, LLC401(k)

YOSEMITE MOTELS SALARY SAVINGS PLAN · WATSONVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Yosemite Management Group, LLC reported $1,751 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $313 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,085th of 9,483), and 1,310th of 2,240 in accommodation & food services. In 2022, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,493,204
Participants with balances49
Active participants195
Employer contributions$60,981
Employee contributions$148,735
Employer contribution per active participant$313
Average account balance$50,882
Benefits paid to participants$330,064
Plan auditUnmodified (clean) audit opinion
AuditorLAVORATO AND DARLING, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$875
Investment management$876
Total administrative$1,751
The Yosemite Management Group, LLC 401(k) match · 2022
Employer contribution per active participant$313
Median for plans this size$1,114

Yosemite Management Group, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,751 · 0.06%
Similar plansAccommodation & Food Services · California
Denco Family, Inc. CA$2.6M · 1.44%
Good Nite Inn, Inc CA$2.5M · 0.43%
Fulfillment Systems CA$2.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770488685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.