Plan Ledger DOL Form 5500 · updated monthly

Yzer LLC401(k)

YZER, LLC 401(K) PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
2.56%

Yzer LLC reported $12,146 in plan administrative expenses for 2024: 2.56% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Florida (3,478th of 3,644), and 2,408th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$551,274
Participants with balances102
Active participants428
Employer contributions—
Employee contributions$140,503
Employer contribution per active participant—
Average account balance$5,405
Benefits paid to participants$41,720
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,562
Investment management$1,584
Total administrative$12,146
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
TRANSAMERICA · Recordkeeping · Loan processing$2,891

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

Administrative cost history1
2024$12,146 · 2.56%
Same employer
Similar plansTransportation & Warehousing · Florida
Aviation Inflatables, LLC FL$1.2M · 0.13%
Transpremier LLC FL$947K · 1.01%
Pavo Holding Corp. FL$692K · 3.92%
Globalvend Logistics LLC FL$415K · 0.47%
Optimal US Logistics Inc FL$361K · 0.53%
Palm Beach Logistics, LLC FL$356K · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822501890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.