Plan Ledger DOL Form 5500 · updated monthly

Uels, LLC401(k)

UELS, LLC EMPLOYEES PROFIT SHARING PLAN · VERNAL, UT · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Uels, LLC reported $65,934 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,091 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 has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 329th-largest of 848 plans among Utah employers on file, and 5,963rd of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,788,704
Participants with balances157
Active participants108
Employer contributions$333,840
Employee contributions$765,426
Employer contribution per active participant$3,091
Average account balance$113,304
Benefits paid to participants$836,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 157 accts · $334K emplr
2023$15.6M · 157 accts · $415K emplr
2022$13.0M · 143 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,337
Investment management$41,597
Total administrative$65,934
The Uels, LLC 401(k) match · 2024
Employer contribution per active participant$3,091
Median for plans this size$2,416
2024$3,091 per active participant
2023$3,740 per active participant
2022$3,441 per active participant

Uels, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$41,596
ADP, INC. · Loan processing · Recordkeeping$24,337

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

Recordkeeper by year2
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,934 · 0.39%
2023$54,843 · 0.38%
2022$54,203 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Utah
Expertvoice, Inc. UT$19.8M · 0.39%
Rego Consulting Corporation UT$19.4M · 0.15%
Access Vg LLC UT$17.4M · 0.31%
Outbox Systems, Inc. UT$17.3M · 0.54%
Solutionreach, Inc. UT$17.1M · 0.57%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208711000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.