Plan Ledger DOL Form 5500 · updated monthly

Uhy Advisors, Inc.401(k)

UHY SAVINGS PLAN · FARMINGTON HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Uhy Advisors, Inc. reported $17,071 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,406 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 0.04% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 110th-largest of 2,619 plans among Michigan employers on file, and the 591st of 11,654 in professional & technical services. In 2024, employees put in $5.09 for every $1.00 the employer contributed; active participation has grown from 1,343 to 1,655 since 2022.

Plan summary
Net assets, end of year$285,081,540
Participants with balances2,113
Active participants1,655
Employer contributions$3,981,192
Employee contributions$20,252,744
Employer contribution per active participant$2,406
Average account balance$134,918
Benefits paid to participants$17,416,072
Plan auditUnmodified (clean) audit opinion
AuditorMAULDIN&JENKINS
Plan history3
Yearassets · accounts · employer contribution
2024$285.1M · 2,113 accts · $4.0M emplr
2023$237.0M · 2,232 accts · $3.2M emplr
2022$179.2M · 1,970 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Investment management$133,939
Total administrative$17,071
The Uhy Advisors, Inc. 401(k) match · 2024
Employer contribution per active participant$2,406
Median for plans this size$4,294
2024$2,406 per active participant
2023$2,018 per active participant
2022$1,753 per active participant

Uhy Advisors, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$78,939
MMA SECURITIES · Investment advisory (plan)$55,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$17,071 · 0.01%
2023$93,383 · 0.04%
2022$69,022 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Michigan
Dykema Gossett PLLC MI$345.6M · 0.05%
Smithgroup Companies, Inc. MI$335.3M · 0.15%
Clark Hill PLC MI$318.2M · 0.06%
Dickinson Wright PLLC MI$304.9M · 0.07%
J.D. Power MI$240.1M · 0.09%
Health Management Associates MI$224.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364272852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.