Plan Ledger DOL Form 5500 · updated monthly

Ultra Pro International LLC401(k)

ULTRA PRO INTERNATIONAL 401(K) PLAN · COMMERCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Ultra Pro International LLC reported $1,108 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,361 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 1 year on file its reported administrative ratio rose from 0.02% to 0.13%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (8,674th of 9,483), and 4,119th of 4,246 in wholesale trade. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,270,738
Participants with balances166
Active participants196
Employer contributions$266,762
Employee contributions$572,369
Employer contribution per active participant$1,361
Average account balance$7,655
Benefits paid to participants$102,267
Plan auditUnmodified (clean) audit opinion
AuditorPEASE BELL CPAS, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$1.3M · 166 accts · $267K emplr
2023$440K · 150 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$464
Investment management$644
Total administrative$1,108
The Ultra Pro International LLC 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$540
2024$1,361 per active participant
2023$580 per active participant

Ultra Pro International LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$1,108 · 0.13%
2023$82 · 0.02%
Same employer
Similar plansWholesale Trade · California
Systems Source, Inc. CA$1.8M · 0.40%
Boething Treeland Farms CA$1.8M · 0.02%
Collision Auto Parts LLC CA$1.5M · 0.79%
Fort Point Beer Company CA$1.3M · 1.63%
Bendpak Inc CA$1.2M · 0.08%
Marugame Udon USA LLC CA$1.2M · 0.84%
Mercado Latino, Inc. CA$1.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453856796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.