Plan Ledger DOL Form 5500 · updated monthly

Yunex LLC401(k)

YUNEX LLC SAVINGS PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Yunex LLC reported $88,595 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,048 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 0.07% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,626th-largest of 5,688 plans among Texas employers on file, and the 4,764th of 13,661 in manufacturing. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 264 to 234 since 2022.

Plan summary
Net assets, end of year$27,790,600
Participants with balances242
Active participants234
Employer contributions$1,181,212
Employee contributions$1,770,127
Employer contribution per active participant$5,048
Average account balance$114,837
Benefits paid to participants$3,970,424
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 242 accts · $1.2M emplr
2023$25.0M · 259 accts · $1.3M emplr
2022$21.6M · 201 accts · $557K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,069
Investment management$9,526
Total administrative$88,595
The Yunex LLC 401(k) match · 2024
Employer contribution per active participant$5,048
Median for plans this size$2,416
2024$5,048 per active participant
2023$5,146 per active participant
2022$2,112 per active participant

Yunex LLC'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$78,803
MERCER · Investment advisory (plan)$9,527
MERCER INVESTMENTS LLC · Investment advisory (plan)indirect comp

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$88,595 · 0.34%
2023$76,688 · 0.33%
2022$14,615 · 0.07%
Same employer
Similar plansManufacturing · Texas
Exfo America Inc. TX$28.2M · 0.36%
Dfb Pharmaceuticals, LLC TX$27.9M · 0.07%
Ternium USA, Inc TX$27.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862136678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.