Plan Ledger DOL Form 5500 · updated monthly

Uckele Health & Nutrition, Inc.401(k)

UCKELE HEALTH & NUTRITION 401(K) PLAN · BLISSFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Uckele Health & Nutrition, Inc. reported $51,625 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $155 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 0.91% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Michigan (1,946th of 2,619), and 3,592nd of 5,215 in retail trade. In 2024, employees put in $13.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,619,204
Participants with balances163
Active participants255
Employer contributions$39,576
Employee contributions$529,404
Employer contribution per active participant$155
Average account balance$34,474
Benefits paid to participants$166,465
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 163 accts · $40K emplr
2023$4.6M · 167 accts · $37K emplr
2022$3.8M · 206 accts · $40K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,473
Investment management$26,321
Trustee / custodial$831
Total administrative$51,625
The Uckele Health & Nutrition, Inc. 401(k) match · 2024
Employer contribution per active participant$155
Median for plans this size$1,313
2024$155 per active participant
2023$160 per active participant
2022$155 per active participant

Uckele Health & Nutrition, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
KT ADMINISTRATORS, LLC · Recordkeeping · Loan processing$24,023
SYM FINANCIAL · Investment advisory (participants) · Investment advisory (plan)$26,321

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

Recordkeeper by year2
2024KT ADMINISTRATORS, LLC
2023RIVERSEDGE ADV RET SOLUTIONS LLC

This plan has changed recordkeepers within these filings. If you left Uckele Health & Nutrition, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,625 · 1.01%
2023$41,806 · 1.00%
2022$37,680 · 0.91%
Same employer
Similar plansRetail Trade · Michigan
Harding & Hill, Inc. MI$6.2M · 0.53%
My Auto Imports MI$6.0M · 0.23%
Marshall Music Company MI$5.9M · 0.96%
Ibe Enterprises, LLC MI$5.8M · 0.66%
Schneider Tire Outlet MI$5.4M · 0.41%
Wolverine Truck Sales Inc MI$5.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382106286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.