Plan Ledger DOL Form 5500 · updated monthly

Uacj Automotive Whitehall Industries Inc401(k)

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401( · LUDINGTON, MI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Uacj Automotive Whitehall Industries Inc reported $116,047 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,595 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 0.10% to 0.36%. 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 698th-largest of 2,619 plans among Michigan employers on file, and the 4,028th of 13,661 in manufacturing. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,969,544
Participants with balances839
Active participants747
Employer contributions$1,938,460
Employee contributions$2,514,791
Employer contribution per active participant$2,595
Average account balance$41,680
Benefits paid to participants$4,725,024
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 839 accts · $1.9M emplr
2023$30.3M · 880 accts · $1.9M emplr
2022$26.3M · 1,017 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,047
Total administrative$116,047
The Uacj Automotive Whitehall Industries Inc 401(k) match · 2024
Employer contribution per active participant$2,595
Median for plans this size$2,416
2024$2,595 per active participant
2023$2,214 per active participant
2022$1,427 per active participant

Uacj Automotive Whitehall Industries Inc's 2024 employer contribution ran above 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 · 20243
FIFTH THIRD BANK · Investment advisory (plan)$35,000
EMPOWER ADVISORY GROUP, LLC · Investment management$27,352

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$116,047 · 0.36%
2023$75,757 · 0.27%
2022$27,075 · 0.10%
Same employer
Similar plansManufacturing · Michigan
Melling Tool Company MI$35.6M · 0.24%
Quality Metalcraft, Inc. MI$35.4M · 0.34%
Ross Controls MI$35.3M · 0.21%
Mdi Acquisitions, Inc. MI$34.5M · 0.24%
Celia Corporation MI$34.5M · 0.03%
Modineer Co. MI$33.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812008793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.