Plan Ledger DOL Form 5500 · updated monthly

Ulse Inc.401(k)

ULSE AND ULRI FINANCIAL SECURITY PLAN · NORTHBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Ulse Inc. reported $27,658 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,204 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 0.01% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 769th-largest of 3,702 plans among Illinois employers on file, and the 2,241st of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 199 to 409 since 2022.

Plan summary
Net assets, end of year$63,516,115
Participants with balances433
Active participants409
Employer contributions$4,173,513
Employee contributions$4,943,011
Employer contribution per active participant$10,204
Average account balance$146,688
Benefits paid to participants$7,575,770
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.5M · 433 accts · $4.2M emplr
2023$51.7M · 354 accts · $2.6M emplr
2022$36.2M · 189 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,447
Investment management$24,211
Total administrative$27,658
The Ulse Inc. 401(k) match · 2024
Employer contribution per active participant$10,204
Median for plans this size$3,635
2024$10,204 per active participant
2023$6,860 per active participant
2022$2,416 per active participant

Ulse Inc.'s 2024 employer contribution ran above the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,434
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,103

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$27,658 · 0.05%
2023$21,434 · 0.05%
2022$3,769 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Illinois
Amsive, LLC IL$65.8M · 0.13%
Mintel Group LTD. IL$64.9M · 0.26%
Batescarey LLP IL$61.7M · 0.24%
Enercon, LTD. IL$60.9M · 0.09%
Much Shelist, P.C. IL$60.2M · 0.20%
SAI360 Inc. IL$59.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301211139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.