Plan Ledger DOL Form 5500 · updated monthly

U.S. Facilities, Inc.401(k)

U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN · PHILADEPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

U.S. Facilities, Inc. reported $126,166 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,964 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 0.13% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,183rd-largest of 3,651 plans among Pennsylvania employers on file, and the 450th of 2,534 in administrative & support services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 492 to 623 since 2022.

Plan summary
Net assets, end of year$29,933,404
Participants with balances783
Active participants623
Employer contributions$1,223,486
Employee contributions$2,303,820
Employer contribution per active participant$1,964
Average account balance$38,229
Benefits paid to participants$2,996,325
Plan auditUnmodified (clean) audit opinion
AuditorMITCHELL TITUS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 783 accts · $1.2M emplr
2023$25.6M · 690 accts · $945K emplr
2022$20.8M · 594 accts · $755K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,296
Investment management$64,870
Total administrative$126,166
The U.S. Facilities, Inc. 401(k) match · 2024
Employer contribution per active participant$1,964
Median for plans this size$2,416
2024$1,964 per active participant
2023$1,592 per active participant
2022$1,535 per active participant

U.S. Facilities, 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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$64,870
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$61,296

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$126,166 · 0.45%
2023$98,540 · 0.42%
2022$29,293 · 0.13%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
World Travel, Inc. PA$40.9M · 0.25%
Solomonedwardsgroup, LLC PA$39.3M · 0.52%
Allied Resources Group LLC PA$32.6M · 0.45%
Onix Group PA$30.2M · 0.35%
H.A. Berkheimer, Inc. PA$29.0M · 0.21%
Solid Waste Services, Inc. PA$27.6M · 0.31%
Zeus Fire and Security LLC PA$24.2M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233035879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.