Plan Ledger DOL Form 5500 · updated monthly

Ultra Poly Corporation401(k)

ULTRA POLY CORPORATION RETIREMENT SAVINGS PLAN · PORTLAND, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Ultra Poly Corporation reported $49,111 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,247 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 0.449%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,114th of 3,651), and 8,082nd of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 177 to 136 since 2022.

Plan summary
Net assets, end of year$11,814,046
Participants with balances115
Active participants136
Employer contributions$305,567
Employee contributions$535,513
Employer contribution per active participant$2,247
Average account balance$102,731
Benefits paid to participants$424,596
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 115 accts · $306K emplr
2023$10.1M · 118 accts · $308K emplr
2022$10.0M · 123 accts · $303K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,111
Total administrative$49,111
The Ultra Poly Corporation 401(k) match · 2024
Employer contribution per active participant$2,247
Median for plans this size$2,416
2024$2,247 per active participant
2023$2,154 per active participant
2022$1,711 per active participant

Ultra Poly Corporation's 2024 employer contribution ran below the $2,416 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
JOHN HANCOCK NEW YORK · Recordkeeping · Investment management$966

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,111 · 0.45%
2023$45,759 · 0.46%
2022$47,942 · 0.45%
Same employer
Similar plansManufacturing · Pennsylvania
Knepper Press Corporation PA$12.1M · 0.10%
Atas International, Inc. PA$12.0M · 0.67%
Select Veal Feeds, Inc. PA$11.8M · 0.37%
Fabric Development, Inc. PA$11.8M · 0.41%
Preferred Proppants LLC PA$11.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222036151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.