Plan Ledger DOL Form 5500 · updated monthly

Yunker Industries, Inc.401(k)

YUNKER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · ELKHORN, WI · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Yunker Industries, Inc. reported $52,842 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $520 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 3 years on file its reported administrative ratio has held roughly steady near 0.597%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,308th of 1,936), and 9,054th of 13,661 in manufacturing. In 2024, employees put in $8.09 for every $1.00 the employer contributed; active participation has shrunk from 133 to 119 since 2022.

Plan summary
Net assets, end of year$9,405,410
Participants with balances154
Active participants119
Employer contributions$61,852
Employee contributions$500,116
Employer contribution per active participant$520
Average account balance$61,074
Benefits paid to participants$731,680
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 154 accts · $62K emplr
2023$8.3M · 131 accts · $47K emplr
2022$6.9M · 112 accts · $34K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,842
Total administrative$52,842
The Yunker Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$520
Median for plans this size$1,313
2024$520 per active participant
2023$409 per active participant
2022$258 per active participant

Yunker Industries, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$52,842

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$52,842 · 0.60%
2023$43,846 · 0.58%
2022$44,946 · 0.60%
Same employer
Similar plansManufacturing · Wisconsin
Viskoteepak WI$9.6M · 0.39%
Metallics, Inc. WI$9.5M · 0.48%
Furlani Foods LLC WI$9.4M · 0.07%
Microprecision, LLC WI$9.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362479687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.