Plan Ledger DOL Form 5500 · updated monthly

UG2, LLC401(k)

UG2, LLC 401(K) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

UG2, LLC reported $72,820 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $521 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 0.281%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,015th-largest of 2,726 plans among Massachusetts employers on file, and the 453rd of 2,534 in administrative & support services. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has shrunk from 3,838 to 2,534 since 2022.

Plan summary
Net assets, end of year$29,776,819
Participants with balances526
Active participants2,534
Employer contributions$1,320,724
Employee contributions$3,536,986
Employer contribution per active participant$521
Average account balance$56,610
Benefits paid to participants$2,299,004
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.8M · 526 accts · $1.3M emplr
2023$22.0M · 431 accts · $1.0M emplr
2022$14.6M · 337 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,170
Investment management$55,650
Total administrative$72,820
The UG2, LLC 401(k) match · 2024
Employer contribution per active participant$521
Median for plans this size$2,416
2024$521 per active participant
2023$211 per active participant
2022$210 per active participant

UG2, LLC'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 · 20241
BENEFIT PLANS ADMIN SERVICES · Recordkeeping · Custodial (securities)$72,820

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES
2023BENEFIT PLANS ADMIN SERVICES

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

Administrative cost history3
2024$72,820 · 0.28%
2023$54,786 · 0.30%
2022$40,724 · 0.28%
Same employer
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Veranex, Inc. MA$51.5M · 0.26%
Isaacson Miller MA$48.4M · 0.27%
Globalization Partners MA$36.7M · 0.10%
Harvey Tool Company, LLC MA$36.4M · 0.50%
Enterprise Associates, LLC MA$25.6M · 0.25%
Tssd Services, Inc. MA$23.8M · 0.02%
Barton & Associates Inc. MA$22.4M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461581160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.