Plan Ledger DOL Form 5500 · updated monthly

Ulbrich Stainless Steels & Special Metals, Inc.401(k)

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN · WALLINGFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Ulbrich Stainless Steels & Special Metals, Inc. reported $22,632 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,279 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 0.018%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 150th-largest of 1,106 plans among Connecticut employers on file, and the 1,554th of 13,661 in manufacturing. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$131,327,853
Participants with balances716
Active participants595
Employer contributions$3,141,016
Employee contributions$5,251,356
Employer contribution per active participant$5,279
Average account balance$183,419
Benefits paid to participants$12,356,793
Plan auditUnmodified (clean) audit opinion
AuditorMEYERS BROTHERS KALICKA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$131.3M · 716 accts · $3.1M emplr
2023$120.8M · 717 accts · $3.2M emplr
2022$103.4M · 690 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Investment management$5,717
Total administrative$22,632
The Ulbrich Stainless Steels & Special Metals, Inc. 401(k) match · 2024
Employer contribution per active participant$5,279
Median for plans this size$3,635
2024$5,279 per active participant
2023$5,337 per active participant
2022$4,934 per active participant

Ulbrich Stainless Steels & Special Metals, Inc.'s 2024 employer contribution ran above the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$12,801
CHARLES SCHWAB & CO. INC. · Securities brokerage$114

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$22,632 · 0.02%
2023$20,039 · 0.02%
2022$19,592 · 0.02%
Same employer
Similar plansManufacturing · Connecticut
Davis-Standard, LLC CT$172.9M · 0.08%
Morris Group, Inc. CT$146.5M · 0.09%
Swisher International Inc CT$122.3M · 0.03%
Byk USA Inc. CT$116.5M · 0.07%
Brook & Whittle Limited CT$91.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060706390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.