Plan Ledger DOL Form 5500 · updated monthly

Ucb Holdings, Inc.401(k)

UCB, INC. 401(K) RETIREMENT PLAN · SMYRNA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ucb Holdings, Inc. reported $250,440 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $22,134 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 fell from 0.034% to 0.028%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 46th-largest of 2,160 plans among Georgia employers on file, and the 338th of 13,661 in manufacturing. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves; active participation has grown from 1,686 to 1,896 since 2022.

Plan summary
Net assets, end of year$979,689,325
Participants with balances2,922
Active participants1,896
Employer contributions$41,966,355
Employee contributions$37,535,307
Employer contribution per active participant$22,134
Average account balance$335,280
Benefits paid to participants$64,040,025
Plan auditUnmodified (clean) audit opinion
AuditorSEAY & WEISSINGER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$979.7M · 2,922 accts · $42.0M emplr
2023$832.5M · 2,892 accts · $38.4M emplr
2022$686.3M · 2,859 accts · $33.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,863
Investment management$96,577
Total administrative$250,440
The Ucb Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$22,134
Median for plans this size$4,294
2024$22,134 per active participant
2023$21,320 per active participant
2022$19,645 per active participant

Ucb Holdings, Inc.'s 2024 employer contribution ran above the $4,294 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
ADP, INC. · Loan processing · Recordkeeping$250,440
SPECTRUM INVESTMENT ADVISORS · Recordkeeping · Trustee$96,598

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, SPECTRUM INVESTMENT ADVISORS
2023ADP, SPECTRUM INVESTMENT ADVISORS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$250,440 · 0.03%
2023$244,214 · 0.03%
2022$252,363 · 0.03%
Same employer
Similar plansManufacturing · Georgia
Novelis Corp. GA$1.5B · 0.08%
Mohawk Carpet, LLC GA$983.1M · 0.01%
Flowers Foods, Inc. GA$959.4M · 0.10%
Agco Corporation GA$757.3M · 0.08%
J.M. Huber Corporation GA$713.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133010020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.