Plan Ledger DOL Form 5500 · updated monthly

Ucc Holdco, LLC401(k)

THE 401(K) PLAN OF UCC HOLDCO, LLC · WAUKEGAN, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ucc Holdco, LLC reported $113,519 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $11,860 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 1 year on file its reported administrative ratio fell from 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 579th-largest of 3,702 plans among Illinois employers on file, and the 1,523rd of 11,654 in professional & technical services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,152,460
Participants with balances326
Active participants257
Employer contributions$3,048,036
Employee contributions$3,248,943
Employer contribution per active participant$11,860
Average account balance$304,149
Benefits paid to participants$11,169,913
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$99.2M · 326 accts · $3.0M emplr
2023$92.8M · 325 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,694
Investment management$53,825
Total administrative$113,519
The Ucc Holdco, LLC 401(k) match · 2024
Employer contribution per active participant$11,860
Median for plans this size$3,635
2024$11,860 per active participant
2023$11,980 per active participant

Ucc Holdco, LLC's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$59,694
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$35,275
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,550

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

Administrative cost history2
2024$113,519 · 0.12%
2023$119,639 · 0.13%
Similar plansProfessional & Technical Services · Illinois
Hh Associates US, Inc. IL$102.0M · 0.13%
Sentinel Technologies, Inc. IL$100.0M · 0.21%
Bartlit Beck LLP IL$99.6M · 0.20%
Litchfield Cavo LLP IL$98.5M · 0.11%
Witt/Kieffer Inc. IL$96.8M · 0.11%
Swanson, Martin & Bell, LLP IL$93.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263910825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.