Plan Ledger DOL Form 5500 · updated monthly

Ultra Clean Technology Systems and Service, Inc.401(k)

UCT RETIREMENT SAVINGS PLAN · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Ultra Clean Technology Systems and Service, Inc. reported $348,297 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,676 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 3 years on file its reported administrative ratio has held roughly steady near 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 714th-largest of 9,483 plans among California employers on file, and the 1,440th of 13,661 in manufacturing. In 2024, employees put in $3.95 for every $1.00 the employer contributed; active participation has shrunk from 2,031 to 1,772 since 2022.

Plan summary
Net assets, end of year$146,984,635
Participants with balances2,390
Active participants1,772
Employer contributions$2,970,681
Employee contributions$11,724,641
Employer contribution per active participant$1,676
Average account balance$61,500
Benefits paid to participants$12,362,151
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$147.0M · 2,390 accts · $3.0M emplr
2023$126.0M · 2,352 accts · $3.3M emplr
2022$105.9M · 2,700 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$208,714
Investment management$139,583
Total administrative$348,297
The Ultra Clean Technology Systems and Service, Inc. 401(k) match · 2024
Employer contribution per active participant$1,676
Median for plans this size$3,635
2024$1,676 per active participant
2023$1,878 per active participant
2022$1,512 per active participant

Ultra Clean Technology Systems and Service, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$209,231
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$98,859
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$40,723

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$348,297 · 0.26%
2023$304,270 · 0.26%
2022$276,567 · 0.25%
Same employer
Similar plansManufacturing · California
Sunpower Corporation CA$155.4M · 0.03%
Harmonic Inc. CA$154.3M · 0.02%
Bourns, Inc. CA$148.3M · 0.05%
Psemi Corporation CA$147.9M · 0.04%
Power Integrations, Inc. CA$146.0M · 0.06%
Delicato Vineyards, LLC CA$145.8M · 0.23%
Bloom Energy Corporation CA$144.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943144654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.