Ucp of Orange County401(k)
UNLIMITED POSSIBILITIES 401(K) PLAN · SANTA ANA, CA · plan year 2019
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Ucp of Orange County reported $5,405 in plan administrative expenses for 2019: 0.44% of average plan assets, above the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio rose from 0.44% to 1.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,664th of 9,483), and 10,649th of 11,911 in health care & social assistance.
Ucp of Orange County's 2019 employer contribution ran below the $892 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.
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 951856340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.