Plan Ledger DOL Form 5500 · updated monthly

Uatp Management, LLC401(k)

UNLEASHED BRANDS 401(K) PLAN · BEDFORD, TX · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Uatp Management, LLC reported $54,796 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,779 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 0.52% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,024th of 5,688), and the 990th of 2,534 in administrative & support services. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 203 to 292 since 2022.

Plan summary
Net assets, end of year$10,255,147
Participants with balances210
Active participants292
Employer contributions$811,543
Employee contributions$1,636,822
Employer contribution per active participant$2,779
Average account balance$48,834
Benefits paid to participants$1,904,880
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 210 accts · $812K emplr
2023$5.5M · 160 accts · $552K emplr
2022$3.3M · 127 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,167
Investment management$44,629
Total administrative$54,796
The Uatp Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,779
Median for plans this size$1,313
2024$2,779 per active participant
2023$2,156 per active participant
2022$2,152 per active participant

Uatp Management, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$34,045
EMPOWER ADVISORY GROUP, LLC · Investment management$10,584

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$54,796 · 0.70%
2023$29,571 · 0.68%
2022$15,217 · 0.52%
Similar plansAdministrative & Support Services · Texas
Kings III of America, LLC TX$10.8M · 0.38%
Fircroft, Inc. TX$10.7M · 0.64%
Thr Outsourcing, LLC TX$10.6M · 1.06%
Talroo, Inc. TX$9.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462928841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.