Plan Ledger DOL Form 5500 · updated monthly

Uhlmann Holding Company401(k)

UHLMANN HOLDING COMPANY 401(K) PLAN · CHEHALIS, WA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Uhlmann Holding Company reported $65,988 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,230 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 0.62% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Washington (909th of 1,714), and the 2,107th of 5,215 in retail trade. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 194 to 222 since 2022.

Plan summary
Net assets, end of year$13,163,946
Participants with balances216
Active participants222
Employer contributions$495,119
Employee contributions$1,017,749
Employer contribution per active participant$2,230
Average account balance$60,944
Benefits paid to participants$1,071,855
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 216 accts · $495K emplr
2023$10.9M · 195 accts · $561K emplr
2022$8.0M · 181 accts · $599K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,069
Investment management$34,853
Trustee / custodial$3,066
Total administrative$65,988
The Uhlmann Holding Company 401(k) match · 2024
Employer contribution per active participant$2,230
Median for plans this size$2,416
2024$2,230 per active participant
2023$2,820 per active participant
2022$3,086 per active participant

Uhlmann Holding Company's 2024 employer contribution ran below 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
NWPS · Recordkeeping · Pension consulting$28,069
RAYMOND JAMES · Investment advisory (plan)$34,853

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$65,988 · 0.55%
2023$50,629 · 0.54%
2022$50,218 · 0.62%
Same employer
Similar plansRetail Trade · Washington
Larson Motors, Inc. WA$15.4M · 0.34%
Card Kingdom, Inc. WA$13.4M · 0.67%
Tal Holdings, LLC WA$13.3M · 0.72%
Carter Motors, Inc. WA$13.1M · 0.78%
Metropolitan Market, LLC WA$13.0M · 0.40%
The Myers Group, LLC WA$12.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911285648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.