Plan Ledger DOL Form 5500 · updated monthly

Ypo, Inc.401(k)

YPO, INC. 401(K) PLAN & TRUST · IRVING, TX · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Ypo, Inc. reported $49,431 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,722 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 1 year on file its reported administrative ratio fell from 0.27% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 1,472nd-largest of 5,688 plans among Texas employers on file, and the 674th of 3,341 in other services. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,971,169
Participants with balances330
Active participants277
Employer contributions$1,031,042
Employee contributions$2,429,073
Employer contribution per active participant$3,722
Average account balance$96,882
Benefits paid to participants$2,012,529
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$32.0M · 330 accts · $1.0M emplr
2022$26.7M · 315 accts · $935K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$49,431
Total administrative$49,431
The Ypo, Inc. 401(k) match · 2023
Employer contribution per active participant$3,722
Median for plans this size$2,440
2023$3,722 per active participant
2022$3,462 per active participant

Ypo, Inc.'s 2023 employer contribution ran above the $2,440 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.

Service providers · 20231
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$49,431

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

Administrative cost history2
2023$49,431 · 0.17%
2022$79,051 · 0.27%
Same employer
Similar plansOther Services · Texas
Sms Infocomm Corporation TX$37.2M · 0.11%
Sun Coast Resources, Inc. TX$35.7M · 0.35%
Saber Power Services, LLC TX$30.9M · 0.45%
Su Clinica Familiar, Inc. TX$29.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131770417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.