Plan Ledger DOL Form 5500 · updated monthly

Global Uprising, Pbc401(k)

COTOPAXI 401(K) PLAN · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
2.24%

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

Global Uprising, Pbc reported $26,385 in plan administrative expenses for 2022: 2.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,181 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Utah (766th of 848), and 4,075th of 4,246 in wholesale trade. In 2022, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,689,639
Participants with balances250
Active participants230
Employer contributions$271,523
Employee contributions$822,411
Employer contribution per active participant$1,181
Average account balance$6,759
Benefits paid to participants$44,948
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $391K emplr
2022$1.7M · 250 accts · $272K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,385
Total administrative$26,385
The Global Uprising, Pbc 401(k) match · 2022
Employer contribution per active participant$1,181
Median for plans this size$1,114

Global Uprising, Pbc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$26,385 · 2.24%
Same employer
Similar plansWholesale Trade · Utah
97TH Floor UT$3.6M · 0.11%
Evig, LLC UT$3.2M · 0.09%
Kimberbell Kids LLC UT$1.6M · 0.82%
Onions 52, Inc. UT$1.5M · 0.01%
Wise Company, Inc UT$763K · 1.05%
Ereplacementparts.com UT$309K · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463822130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.