Plan Ledger DOL Form 5500 · updated monthly

Ultra Electronics Inc.401(k)

ULTRA ELECTRONICS INC. 401(K) PLAN · BRAINTREE, MA · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Ultra Electronics Inc. reported $362,596 in plan administrative expenses for 2025: 0.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,946 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 4 years on file its reported administrative ratio has held roughly steady near 0.120%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other other services employers. By assets it is the 177th-largest of 2,726 plans among Massachusetts employers on file, and the 43rd of 3,341 in other services. In 2025, employees put in $2.34 for every $1.00 the employer contributed; active participation has shrunk from 1,921 to 1,728 since 2022.

Plan summary
Net assets, end of year$305,107,032
Participants with balances2,358
Active participants1,728
Employer contributions$5,090,822
Employee contributions$11,936,950
Employer contribution per active participant$2,946
Average account balance$129,392
Benefits paid to participants$58,914,974
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$305.1M · 2,358 accts · $5.1M emplr
2024$296.7M · 2,507 accts · $5.8M emplr
2023$286.4M · 2,224 accts · $7.0M emplr
2022$274.9M · 2,665 accts · $6.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$187,126
Investment management$62,970
Audit (IQPA)$25,000
Total administrative$362,596
The Ultra Electronics Inc. 401(k) match · 2025
Employer contribution per active participant$2,946
Median for plans this size$4,295
2025$2,946 per active participant
2024$3,209 per active participant
2023$4,026 per active participant
2022$3,560 per active participant

Ultra Electronics Inc.'s 2025 employer contribution ran below the $4,295 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$190,141
MERRILL LYNCH · Consulting$87,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$62,970
CLIFTONLARSONALLEN LLP · Accounting / audit$25,000

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

Administrative cost history4
2025$362,596 · 0.12%
2024$323,707 · 0.11%
2023$522,617 · 0.19%
2022$373,200 · 0.12%
Same employer
Similar plansOther Services · Massachusetts
Unifirst Corporation MA$554.2M · 0.16%
City Year, Inc. MA$82.1M · 0.17%
Justice Resource Institute MA$65.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061506005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.