Plan Ledger DOL Form 5500 · updated monthly

Yount, Hyde & Barbour, P.C.401(k)

YOUNT, HYDE & BARBOUR 401(K) & PROFIT SHARING PLAN · WINCHESTER, VA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Yount, Hyde & Barbour, P.C. reported $57,949 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $7,339 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 0.30% to 0.11%. 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 433rd-largest of 2,266 plans among Virginia employers on file, and the 2,399th of 11,654 in professional & technical services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 265 to 294 since 2022.

Plan summary
Net assets, end of year$59,383,723
Participants with balances406
Active participants294
Employer contributions$2,157,775
Employee contributions$2,447,785
Employer contribution per active participant$7,339
Average account balance$146,265
Benefits paid to participants$2,899,840
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$59.4M · 406 accts · $2.2M emplr
2023$49.8M · 377 accts · $2.1M emplr
2022$45.2M · 381 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,949
Total administrative$57,949
The Yount, Hyde & Barbour, P.C. 401(k) match · 2024
Employer contribution per active participant$7,339
Median for plans this size$3,635
2024$7,339 per active participant
2023$7,662 per active participant
2022$7,185 per active participant

Yount, Hyde & Barbour, P.C.'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 · 20243
ACTUARIAL CONSULTING GROUP · Contract administrator$20,867
EMPOWER ADVISORY GROUP, LLC · Investment management$6,220

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$57,949 · 0.11%
2023$107,940 · 0.23%
2022$129,461 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Virginia
Teksynap Corporation VA$60.4M · 0.32%
N-Ask, Inc. VA$60.3M
Fibertek, Inc. VA$59.6M · 0.09%
Sciencelogic Inc. VA$58.8M · 0.25%
Simventions, Inc. VA$57.8M · 0.22%
Criterion Systems, L.L.C VA$55.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541149263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.