Plan Ledger DOL Form 5500 · updated monthly

Ultra Care Logistics LLC401(k)

ULTRA CARE LOGISTICS LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
7.90%

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

Ultra Care Logistics LLC reported $23,099 in plan administrative expenses for 2024: 7.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $313 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,525th of 5,688), and 11,533rd of 11,911 in health care & social assistance. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$344,251
Participants with balances166
Active participants153
Employer contributions$47,871
Employee contributions$142,038
Employer contribution per active participant$313
Average account balance$2,074
Benefits paid to participants$101,316
Plan auditUnmodified (clean) audit opinion
AuditorSMITH CPA'S & ASSOCIATES
Administrative expenses, itemized · 2024
Investment management$1,361
Total administrative$23,099
The Ultra Care Logistics LLC 401(k) match · 2024
Employer contribution per active participant$313
Median for plans this size$540

Ultra Care Logistics LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$23,099 · 7.90%
Similar plansHealth Care & Social Assistance · Texas
Montera Health Texas LLC TX$366K · 0.36%
Mont Belvieu Rhc, LLC TX$334K · 5.38%
Tpn Management LLC TX$279K · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843642251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.