Plan Ledger DOL Form 5500 · updated monthly

International Union, Uaw401(k)

INTERNATIONAL UAW STAFF SEVERANCE PLAN · DETROIT, MI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

International Union, Uaw reported $46,070 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,636 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 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 143rd-largest of 2,619 plans among Michigan employers on file, and the 79th of 3,341 in other services. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 513 to 602 since 2022.

Plan summary
Net assets, end of year$212,771,274
Participants with balances952
Active participants602
Employer contributions$4,597,067
Employee contributions$6,354,666
Employer contribution per active participant$7,636
Average account balance$223,499
Benefits paid to participants$23,184,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$212.8M · 952 accts · $4.6M emplr
2023$197.1M · 902 accts · $4.1M emplr
2022$179.9M · 859 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,525
Investment management$42,545
Total administrative$46,070
The International Union, Uaw 401(k) match · 2024
Employer contribution per active participant$7,636
Median for plans this size$3,635
2024$7,636 per active participant
2023$7,524 per active participant
2022$7,246 per active participant

International Union, Uaw's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$42,545

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$46,070 · 0.02%
2023$34,680 · 0.02%
2022$26,751 · 0.01%
All plans at this employer2
INTERNATIONAL UAW STAFF SEVERANCE PLAN401(k)
OPEIU LOCAL 494-UAW EMPLOYEES 401(K) PLAN401(k)
Same employer
Similar plansOther Services · Michigan
Coolsys, Inc. CA$219.3M · 0.18%
American Bar Association IL$211.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 380679801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.