Plan Ledger DOL Form 5500 · updated monthly

The Upper Deck Company401(k)

THE UPPER DECK COMPANY 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

The Upper Deck Company reported $77,225 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $547 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 0.377%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,294th-largest of 9,483 plans among California employers on file, and the 5,428th of 13,661 in manufacturing. In 2024, employees put in $9.90 for every $1.00 the employer contributed; active participation has grown from 262 to 352 since 2022.

Plan summary
Net assets, end of year$22,911,775
Participants with balances451
Active participants352
Employer contributions$192,587
Employee contributions$1,906,683
Employer contribution per active participant$547
Average account balance$50,802
Benefits paid to participants$900,161
Plan auditUnmodified (clean) audit opinion
AuditorLANCE SOLL & LUNGHARD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 451 accts · $193K emplr
2023$18.1M · 367 accts · $150K emplr
2022$13.8M · 315 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,141
Investment management$2,903
Total administrative$77,225
The The Upper Deck Company 401(k) match · 2024
Employer contribution per active participant$547
Median for plans this size$2,416
2024$547 per active participant
2023$512 per active participant
2022$388 per active participant

The Upper Deck Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,141

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$77,225 · 0.38%
2023$60,217 · 0.38%
2022$60,725 · 0.38%
Same employer
Similar plansManufacturing · California
Mass Precision, Inc. CA$23.2M · 0.62%
Mainspring Energy, Inc. CA$23.0M · 0.25%
Rcp Block & Brick, Inc. CA$22.9M · 0.12%
K-1 Packaging Group CA$22.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200379590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.