Plan Ledger DOL Form 5500 · updated monthly

Ulrey Foods, Inc.401(k)

ULREY FOODS, INC. PROFIT SHARING PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Ulrey Foods, Inc. reported $40,714 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $997 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 0.51% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,751st of 3,295), and the 1,074th of 2,240 in accommodation & food services. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 102 to 137 since 2022.

Plan summary
Net assets, end of year$3,675,854
Participants with balances101
Active participants137
Employer contributions$136,563
Employee contributions$341,243
Employer contribution per active participant$997
Average account balance$36,395
Benefits paid to participants$73,812
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 101 accts · $137K emplr
2023$3.0M · 103 accts · $156K emplr
2022$2.2M · 118 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,714
Total administrative$40,714
The Ulrey Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$997
Median for plans this size$1,313
2024$997 per active participant
2023$1,563 per active participant
2022$432 per active participant

Ulrey Foods, Inc.'s 2024 employer contribution ran below 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 · 20241
EQUITABLE LIFE INSURANCE CO. · Recordkeeping · Trustee (directed)$40,714

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO.
2023EQUITABLE LIFE INSURANCE CO.

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Administrative cost history3
2024$40,714 · 1.23%
2023$30,298 · 1.17%
2022$11,357 · 0.51%
All plans at this employer2
ULREY FOODS, INC. PROFIT SHARING PLAN401(k)
FLYERS PIZZA EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansAccommodation & Food Services · Ohio
Shibley Management, Inc. OH$4.4M · 0.78%
Cassanos, Inc. OH$4.2M · 1.07%
3RD Gen Mojo, LLC OH$4.0M · 0.06%
A & E Management, Inc. OH$3.5M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311027563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.