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Department of Labor filing

YALE APPLIANCE

YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$3,663

Reported employer contributions per active participant.

Higher than about 86% of comparable plans
#People in the filing
197

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$179 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 43% of comparable plans
↗Investment performance
Not available

Plan assets changed 17.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions86th percentileTypical peer $1,261 · based on 35 comparable plans
Lower reported administrative expense43rd percentileTypical peer $140 · based on 37 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, YALE APPLIANCE reported $721,555 in employer contributions across the plan and 197 active participants. That works out to $3,663 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$721,555
Participant contributions
$1,481,591
Other contributions
$73,387
Employer share of reported contributions
32.8%
Beginning assets
$19,098,706
Ending assets
$22,511,934
Ending net assets
$22,511,934
Ending liabilities
$0
Total income
$4,934,802
Total expenses
$1,521,574
Administrative expenses
$44,972
Participant loans
$324,116

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,964
2023
$4,163
2024
$3,663
Plan-paid administrative expenses per participant
2022
$181
2023
$169
2024
$179
Active participants
2022
166
2023
163
2024
197
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,66319722.5M20250814052426NAL0008827939001
2023$4,16316319.1M20240927054439NAL0000900019001
2022$3,96416615.3M20230914150349NAL0049969218001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
042457546-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2004
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
DWS DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PHOENIX - VIRTUS2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250814052426NAL0008827939001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗