Plan Ledger DOL Form 5500 · updated monthly

Yugo USA LLC401(k)

YUGO USA LLC 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
3.83%

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

Yugo USA LLC reported $151,040 in plan administrative expenses for 2024: 3.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,588 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 2.59% to 3.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Colorado (1,096th of 1,461), and 1,587th of 2,096 in real estate & leasing. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,429,271
Participants with balances819
Active participants278
Employer contributions$441,391
Employee contributions$812,301
Employer contribution per active participant$1,588
Average account balance$5,408
Benefits paid to participants$689,519
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 819 accts · $441K emplr
2023$3.4M · 666 accts · $628K emplr
2022$2.1M · 454 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,839
Investment management$135,201
Total administrative$151,040
The Yugo USA LLC 401(k) match · 2024
Employer contribution per active participant$1,588
Median for plans this size$1,313
2024$1,588 per active participant
2023$1,969 per active participant
2022$1,133 per active participant

Yugo USA LLC's 2024 employer contribution ran above the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$151,041

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$151,040 · 3.83%
2023$93,914 · 3.38%
2022$54,417 · 2.59%
Same employer
Similar plansReal Estate & Leasing · Colorado
Ca Senior Management, LLC CO$4.9M · 0.60%
Monroe Group, LTD. CO$4.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364744507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.