Ugsoa Board of Trustees401(k)
UGSOA RETIREMENT PLAN · EAST WAREHAM, MA · plan year 2024
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Ugsoa Board of Trustees reported $360,752 in plan administrative expenses for 2024: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,740 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 1.74% to 1.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,024th-largest of 2,726 plans among Massachusetts employers on file, and 2,442nd of 4,798 in finance & insurance. In 2024, the employer put in $10.19 for every $1.00 employees contributed themselves; active participation has grown from 1,752 to 2,443 since 2022.
Ugsoa Board of Trustees'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Ugsoa Board of Trustees before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 464857037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.