Plan Ledger DOL Form 5500 · updated monthly

Uei Group Services, Inc.401(k)

UEI GROUP 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Uei Group Services, Inc. reported $64,910 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $498 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 has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 321st-largest of 828 plans among Kansas employers on file, and the 6,256th of 13,661 in manufacturing. In 2024, employees put in $6.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,362,932
Participants with balances132
Active participants173
Employer contributions$86,190
Employee contributions$590,385
Employer contribution per active participant$498
Average account balance$139,113
Benefits paid to participants$843,586
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$18.4M · 132 accts · $86K emplr
2023$16.6M · 129 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,652
Investment management$33,553
Total administrative$64,910
The Uei Group Services, Inc. 401(k) match · 2024
Employer contribution per active participant$498
Median for plans this size$2,416
2024$498 per active participant
2023$482 per active participant

Uei Group Services, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,802
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$17,252
CETERA ADVISORS LLC · Investment advisory (plan)$16,123
QUALIFIED · Investment advisory (participants)$7,705

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$64,910 · 0.37%
2023$58,303 · 0.38%
Same employer
Similar plansManufacturing · Kansas
Kejr, Inc. KS$18.9M · 0.18%
Kasa Companies, Inc. KS$18.4M · 0.36%
Lee Aerospace, Inc. KS$18.1M · 0.08%
Custom Wood Products, Inc. KS$17.0M · 0.49%
Phenix Label Company, Inc. KS$16.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872488321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.