Plan Ledger DOL Form 5500 · updated monthly

Computers Unlimited, Inc.401(k)

COMPUTERS UNLIMITED 401(K) PLAN · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Computers Unlimited, Inc. reported $115,815 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,464 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 0.300%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 33rd-largest of 229 plans among Montana employers on file, and the 623rd of 2,199 in information & media. In 2024, employees put in $4.48 for every $1.00 the employer contributed; active participation has grown from 166 to 189 since 2022.

Plan summary
Net assets, end of year$40,446,588
Participants with balances176
Active participants189
Employer contributions$276,746
Employee contributions$1,241,003
Employer contribution per active participant$1,464
Average account balance$229,810
Benefits paid to participants$4,455,170
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 176 accts · $277K emplr
2023$36.8M · 170 accts · $260K emplr
2022$34.3M · 165 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,956
Investment management$82,859
Total administrative$115,815
The Computers Unlimited, Inc. 401(k) match · 2024
Employer contribution per active participant$1,464
Median for plans this size$2,416
2024$1,464 per active participant
2023$1,404 per active participant
2022$1,395 per active participant

Computers Unlimited, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$75,364
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,956
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,496

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$115,815 · 0.30%
2023$109,255 · 0.31%
2022$115,085 · 0.30%
Same employer
Similar plansInformation & Media · Montana
Imax Corporation CA$40.7M · 0.14%
Blt Communications, LLC CA$40.7M · 0.32%
Bakkt, LLC GA$40.4M · 0.21%
Linden Research Inc. CA$40.4M · 0.13%
Argus Media, Inc. TX$40.3M · 0.04%
The John Roberts Company MN$40.2M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810375793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.