Department of Labor filing

YOUTH & FAMILY SERVICES, INC.

YOUTH & FAMILY SERVICES, INC. RETIREMENT & 401(K) PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Jan 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,831

Reported employer contributions per active participant.

Higher than about 70% of comparable plans
#People in the filing
140

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$8 / participant

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

Lower cost than about 87% of comparable plans
Investment performance
Not available

Plan assets changed 13.1%, 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 · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense87th percentileTypical peer $74 · based on 845 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 Jun 30, 2025, YOUTH & FAMILY SERVICES, INC. reported $256,329 in employer contributions across the plan and 140 active participants. That works out to $1,831 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 proxy77%

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 3.5%

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

Expense trendDown 33.2%

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

Peer context76/100

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
$256,329
Participant contributions
$347,076
Other contributions
$3,376
Employer share of reported contributions
42.5%
Beginning assets
$9,153,122
Ending assets
$10,354,880
Ending net assets
$10,354,880
Ending liabilities
$0
Total income
$1,948,415
Total expenses
$746,657
Administrative expenses
$1,500
Participant loans
$0

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
$1,898
2023
$1,838
2024
$1,831
Plan-paid administrative expenses per participant
2022
$12
2023
$7
2024
$8
Active participants
2022
143
2023
138
2024
140
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,83114010.4M20260114155552NAL0015890817001
2023$1,8381389.2M20250220093210NAL0008636784001
2022$1,8981437.8M20240116100746NAL0000532257001

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
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
466017085-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1989
Industry
Health care and social assistance
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
CAPITAL GROUP RETIREMENT PLAN SVCS.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260114155552NAL0015890817001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗