Plan Ledger DOL Form 5500 · updated monthly

Young Conaway Stargatt & Taylor, LLP401(k)

YCS&T RETIREMENT PLAN · WILMINGTON, DE · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Young Conaway Stargatt & Taylor, LLP reported $209,383 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $14,169 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 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 30th-largest of 242 plans among Delaware employers on file, and the 1,183rd of 11,654 in professional & technical services. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 217 to 257 since 2022.

Plan summary
Net assets, end of year$131,367,959
Participants with balances334
Active participants257
Employer contributions$3,641,399
Employee contributions$3,678,607
Employer contribution per active participant$14,169
Average account balance$393,317
Benefits paid to participants$6,325,348
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT, LYONS & SHUMAN,P.A
Plan history3
Yearassets · accounts · employer contribution
2024$131.4M · 334 accts · $3.6M emplr
2023$115.6M · 292 accts · $3.4M emplr
2022$99.3M · 284 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$664
Investment management$208,719
Total administrative$209,383
The Young Conaway Stargatt & Taylor, LLP 401(k) match · 2024
Employer contribution per active participant$14,169
Median for plans this size$3,635
2024$14,169 per active participant
2023$15,510 per active participant
2022$14,801 per active participant

Young Conaway Stargatt & Taylor, LLP's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$91,211
AFFINITY WEALTH MANAGEMENT LLC · Investment advisory (participants)$43,573
LPL FINANCIAL · Investment management$18,517
WBH ADVISORY INC · Investment advisory (participants)$10,841
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,295

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$209,383 · 0.17%
2023$164,242 · 0.15%
2022$178,842 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Delaware
The Siegfried Group, LLP DE$252.4M · 0.06%
Interdigital, Inc. DE$138.2M · 0.11%
Morris James LLP DE$74.2M · 0.24%
Qps, LLC DE$56.0M · 0.15%
Grant & Eisenhofer, P.A. DE$43.2M · 0.01%
Ntirety, Inc. DE$36.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510082644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.