Plan Ledger DOL Form 5500 · updated monthly

Young's Holdings, Inc.401(k)

YOUNG'S HOLDINGS, INC. 401(K) PLAN · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Young's Holdings, Inc. reported $54,530 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,675 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 rose from 0.11% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,184th-largest of 9,483 plans among California employers on file, and the 1,061st of 4,246 in wholesale trade. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,015,703
Participants with balances442
Active participants309
Employer contributions$1,444,624
Employee contributions$3,028,592
Employer contribution per active participant$4,675
Average account balance$88,271
Benefits paid to participants$4,426,941
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 442 accts · $1.4M emplr
2023$33.9M · 400 accts · $1.4M emplr
2022$27.8M · 385 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$54,530
Total administrative$54,530
The Young's Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4,675
Median for plans this size$2,416
2024$4,675 per active participant
2023$5,359 per active participant
2022$4,386 per active participant

Young's Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$54,530

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$54,530 · 0.15%
2023$54,082 · 0.18%
2022$31,753 · 0.11%
Same employer
Similar plansWholesale Trade · California
Mxr Imaging, Inc. CA$40.0M · 0.30%
E & E Co., LTD CA$39.7M · 0.21%
Paramount Export Company CA$39.0M · 0.08%
Professional Plastics, Inc. CA$38.9M · 0.19%
Motive Companies, LLC CA$38.3M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954275261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.