Plan Ledger DOL Form 5500 · updated monthly

Georg Utz401(k)

GEORG UTZ 401K PLAN · EDINBURGH, IN · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Georg Utz reported $20,638 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,566 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 1 year on file its reported administrative ratio fell from 0.33% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (927th of 1,562), and 9,185th of 13,661 in manufacturing. In 2025, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,098,771
Participants with balances180
Active participants152
Employer contributions$542,106
Employee contributions$729,519
Employer contribution per active participant$3,566
Average account balance$50,549
Benefits paid to participants$432,006
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$9.1M · 180 accts · $542K emplr
2024$7.0M · 181 accts · $478K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,638
Total administrative$20,638
The Georg Utz 401(k) match · 2025
Employer contribution per active participant$3,566
Median for plans this size$1,464
2025$3,566 per active participant
2024$2,932 per active participant

Georg Utz's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ADP, INC. · Recordkeeping · Loan processing$7,091

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

Recordkeeper by year2
2025ADP
2024ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2025$20,638 · 0.26%
2024$20,444 · 0.33%
Same employer
Similar plansManufacturing · Indiana
Intech Trailers Inc. IN$9.3M · 0.03%
Richmond Baking Company IN$9.3M · 0.05%
Nanshan America Aat, LLC IN$9.1M · 0.14%
Exo-S US, LLC IN$9.0M · 0.35%
Techniks Holding, LLC IN$8.9M · 0.39%
D & M Tool Corporation IN$8.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300153086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.