Plan Ledger DOL Form 5500 · updated monthly

Ue Management LLC401(k)

UE MANAGEMENT 401(K) PLAN · PARAMUS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ue Management LLC reported $34,796 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,414 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 0.26% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 794th-largest of 2,419 plans among New Jersey employers on file, and the 425th of 2,096 in real estate & leasing. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,098,971
Participants with balances140
Active participants103
Employer contributions$866,675
Employee contributions$1,505,602
Employer contribution per active participant$8,414
Average account balance$229,278
Benefits paid to participants$4,094,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 140 accts · $867K emplr
2023$29.8M · 138 accts · $950K emplr
2022$25.8M · 158 accts · $845K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,858
Investment management$938
Total administrative$34,796
The Ue Management LLC 401(k) match · 2024
Employer contribution per active participant$8,414
Median for plans this size$2,416
2024$8,414 per active participant
2023$9,224 per active participant
2022$7,827 per active participant

Ue Management LLC's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,858

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$34,796 · 0.11%
2023$63,578 · 0.23%
2022$70,816 · 0.26%
Same employer
Similar plansReal Estate & Leasing · New Jersey
Edison Properties, LLC NJ$58.3M · 0.12%
M. Management, Inc. NJ$51.6M · 0.24%
Umh Properties, Inc. NJ$34.2M · 0.64%
Rpm Management, LLC NJ$31.8M · 0.29%
Ironstate Properties LLC NJ$25.7M · 0.03%
Marlin Leasing Corporation NJ$24.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364795237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.