Plan Ledger DOL Form 5500 · updated monthly

Uhl Company, Inc.401(k)

UHL COMPANY, INC. PROFIT SHARING PLAN · MAPLE GROVE, MN · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Uhl Company, Inc. reported $63,864 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,480 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 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 651st-largest of 1,918 plans among Minnesota employers on file, and the 1,269th of 4,246 in wholesale trade. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 103 to 182 since 2022.

Plan summary
Net assets, end of year$32,590,754
Participants with balances155
Active participants182
Employer contributions$815,404
Employee contributions$1,079,633
Employer contribution per active participant$4,480
Average account balance$210,263
Benefits paid to participants$2,255,569
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 155 accts · $815K emplr
2023$29.1M · 144 accts · $772K emplr
2022$24.1M · 130 accts · $814K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,235
Audit (IQPA)$57,629
Total administrative$63,864
The Uhl Company, Inc. 401(k) match · 2024
Employer contribution per active participant$4,480
Median for plans this size$2,416
2024$4,480 per active participant
2023$4,129 per active participant
2022$7,900 per active participant

Uhl Company, Inc.'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$19,093
HAYS FINANCIAL GROUP LLC · Pension consulting · Investment advisory (plan)$57,629

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Uhl Company, Inc. 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).

Administrative cost history3
2024$63,864 · 0.21%
2023$60,160 · 0.23%
2022$65,380 · 0.26%
Similar plansWholesale Trade · Minnesota
Decopac, Inc. MN$36.7M · 0.28%
John Henry Foster Mn, Inc. MN$34.7M · 0.33%
Lindstrom, LLC MN$34.0M · 0.29%
Power/Mation Division, Inc. MN$32.5M · 0.01%
Katun Corporation MN$32.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410740957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.