Plan Ledger DOL Form 5500 · updated monthly

Ulma Form Works, Inc401(k)

ULMA FORM WORKS 401(K) PLAN · FAIR LAWN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Ulma Form Works, Inc reported $34,516 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,532 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 rose from 0.45% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Jersey (1,742nd of 2,419), and 1,350th of 2,096 in real estate & leasing. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 115 to 145 since 2022.

Plan summary
Net assets, end of year$6,865,501
Participants with balances110
Active participants145
Employer contributions$222,112
Employee contributions$638,188
Employer contribution per active participant$1,532
Average account balance$62,414
Benefits paid to participants$675,053
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 110 accts · $222K emplr
2023$5.9M · 149 accts · $228K emplr
2022$4.8M · 132 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,460
Investment management$25,056
Total administrative$34,516
The Ulma Form Works, Inc 401(k) match · 2024
Employer contribution per active participant$1,532
Median for plans this size$1,313
2024$1,532 per active participant
2023$1,771 per active participant
2022$1,166 per active participant

Ulma Form Works, Inc's 2024 employer contribution ran above the $1,313 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
CADARET GRANT & CO INC · Recordkeeping · Trustee$25,056
ADP, INC. · Loan processing · Recordkeeping$9,459

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

Recordkeeper by year2
2024ADP, CADARET GRANT & CO INC
2023ADP, CADARET GRANT & CO INC

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

Administrative cost history3
2024$34,516 · 0.54%
2023$22,900 · 0.43%
2022$23,777 · 0.45%
Same employer
Similar plansReal Estate & Leasing · New Jersey
Tallen, Inc. NJ$7.9M · 0.33%
Treetop Development LLC NJ$4.0M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223617107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.