Plan Ledger DOL Form 5500 · updated monthly

Yusa Corporation401(k)

YUSA CORPORATION 401(K) PLAN · WASHINGTON COURT HOUSE, OH · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Yusa Corporation reported $83,664 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $730 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 0.48% to 0.39%. 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 1,228th-largest of 3,295 plans among Ohio employers on file, and the 5,520th of 13,661 in manufacturing. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 304 to 353 since 2022.

Plan summary
Net assets, end of year$22,288,633
Participants with balances222
Active participants353
Employer contributions$257,641
Employee contributions$805,853
Employer contribution per active participant$730
Average account balance$100,399
Benefits paid to participants$2,066,129
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 222 accts · $258K emplr
2023$20.5M · 223 accts · $253K emplr
2022$17.3M · 231 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,280
Investment management$40,884
Audit (IQPA)$7,500
Total administrative$83,664
The Yusa Corporation 401(k) match · 2024
Employer contribution per active participant$730
Median for plans this size$2,416
2024$730 per active participant
2023$866 per active participant
2022$772 per active participant

Yusa Corporation's 2024 employer contribution ran below the $2,416 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 · 20243
EVERHART FINANCIAL GROUP INC · Investment advisory (plan)$40,884
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,280
GBQ PARTNERS LLC · Accounting / audit$7,500

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$83,664 · 0.39%
2023$73,961 · 0.39%
2022$91,950 · 0.48%
Same employer
Similar plansManufacturing · Ohio
Cornerstone Wauseon, Inc. OH$22.4M · 0.02%
United Initiators, Inc. OH$22.3M · 0.24%
Multi-Plastics, Inc. OH$22.3M · 0.57%
Angstrom Graphics, Inc. OH$21.9M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311208849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.