Plan Ledger DOL Form 5500 · updated monthly

Young La401(k)

YOUNG LA PROFIT SHARING PLAN AND TRUST · NORTHRIDGE, CA · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Young La reported $1,637 in plan administrative expenses for 2023: 0.40% of average plan assets, lower than ~75% of peers. Employer contributions averaged $377 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 under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (9,060th of 9,483), and 5,065th of 5,215 in retail trade. In 2023, employees put in $3.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$517,379
Participants with balances200
Active participants79
Employer contributions$29,822
Employee contributions$101,330
Employer contribution per active participant$377
Average account balance$2,587
Benefits paid to participants$10,974
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,637
Total administrative$1,637
The Young La 401(k) match · 2023
Employer contribution per active participant$377
Median for plans this size$522

Young La's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$1,637 · 0.40%
Same employer
Similar plansRetail Trade · California
Xtra Oil Company CA$611K · 0.01%
The Perfect Workout, Inc. CA$607K · 2.73%
Bear Flag Fish Co. CA$503K · 0.61%
Choura Events CA$368K · 1.08%
D & M Holdings Inc CA$274K · 2.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473495178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.