Plan Ledger DOL Form 5500 · updated monthly

Ule Group Corp.401(k)

ULE GROUP CORP. 401(K) PROFIT SHARING PLAN · HAUPPAUGE, NY · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Ule Group Corp. reported $13,817 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $5,633 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (4,917th of 5,648), and 3,938th of 4,246 in wholesale trade. In 2024, the employer put in $2.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,961,857
Participants with balances166
Active participants102
Employer contributions$574,586
Employee contributions$283,008
Employer contribution per active participant$5,633
Average account balance$17,843
Benefits paid to participants$105,921
Plan auditUnmodified (clean) audit opinion
AuditorLM COHEN & COMPANY LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,817
Total administrative$13,817
The Ule Group Corp. 401(k) match · 2024
Employer contribution per active participant$5,633
Median for plans this size$1,313

Ule Group Corp.'s 2024 employer contribution ran above the $1,313 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
CAPITAL GROUP RETIREMENT PLAN SERV. · Loan processing$11,967
THE BENEFIT PRACTICE · Loan processing$1,850

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

Administrative cost history1
2024$13,817 · 0.56%
Similar plansWholesale Trade · New York
Milea Truck Sales Corp. NY$3.5M · 0.05%
Baco Enterprises Inc NY$3.2M · 0.57%
Easterncctv (USA), LLC NY$3.2M · 0.02%
Noho Health, Inc. NY$2.9M · 0.36%
Baralan USA Inc. NY$2.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223921707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.