Plan Ledger DOL Form 5500 · updated monthly

Young Living Holdings, LLC401(k)

YOUNG LIVING HOLDINGS, LLC · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Young Living Holdings, LLC reported $175,612 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,708 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 0.29% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 102nd-largest of 848 plans among Utah employers on file, and the 191st of 2,534 in administrative & support services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 1,223 to 820 since 2022.

Plan summary
Net assets, end of year$83,274,553
Participants with balances1,676
Active participants820
Employer contributions$2,220,547
Employee contributions$5,342,882
Employer contribution per active participant$2,708
Average account balance$49,686
Benefits paid to participants$10,729,411
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$83.3M · 1,676 accts · $2.2M emplr
2023$75.6M · 1,861 accts · $2.5M emplr
2022$64.9M · 2,202 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,629
Investment management$59,967
Total administrative$175,612
The Young Living Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,708
Median for plans this size$3,635
2024$2,708 per active participant
2023$2,701 per active participant
2022$2,697 per active participant

Young Living Holdings, LLC's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$116,029
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$59,967

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$175,612 · 0.22%
2023$231,205 · 0.33%
2022$209,115 · 0.29%
Same employer
Similar plansAdministrative & Support Services · Utah
Shc Services, Inc. UT$97.8M · 0.18%
Campbell Companies UT$93.0M · 0.22%
Tpusa, Inc. UT$87.1M · 0.41%
Shc Holdco, Inc. UT$73.9M · 0.19%
Conservice, LLC UT$67.7M · 0.31%
Stratus.Hr UT$63.7M · 0.52%
Avetta, LLC UT$33.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 862546118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.