Plan Ledger DOL Form 5500 · updated monthly

Umbra Cuscinetti, Inc.401(k)

UMBRA CUSCINETTI, INC. 401(K) PLAN · EVERETT, WA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Umbra Cuscinetti, Inc. reported $12,139 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,182 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 2 years on file its reported administrative ratio fell from 0.22% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,237th of 1,714), and 10,235th of 13,661 in manufacturing. In 2024, employees put in $4.84 for every $1.00 the employer contributed; active participation has grown from 66 to 73 since 2022.

Plan summary
Net assets, end of year$6,897,030
Participants with balances131
Active participants73
Employer contributions$86,253
Employee contributions$417,506
Employer contribution per active participant$1,182
Average account balance$52,649
Benefits paid to participants$474,420
Plan auditUnmodified (clean) audit opinion
AuditorSMITH BUNDAY BERMAN BRITTON, P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 131 accts · $86K emplr
2023$6.0M · 110 accts · $131K emplr
2022$5.1M · 101 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,139
Total administrative$12,139
The Umbra Cuscinetti, Inc. 401(k) match · 2024
Employer contribution per active participant$1,182
Median for plans this size$1,313
2024$1,182 per active participant
2023$1,745 per active participant
2022$837 per active participant

Umbra Cuscinetti, Inc.'s 2024 employer contribution ran below the $1,313 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
ASCENSUS LLC · Loan processing · Recordkeeping$12,139

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$12,139 · 0.19%
2023$13,686 · 0.25%
2022$12,946 · 0.22%
Similar plansManufacturing · Washington
Commerce Fabric Inc. WA$7.2M · 0.44%
Usac Wa LLC WA$7.2M · 0.16%
Quickparts WA$7.1M · 0.66%
Danner Corporation WA$6.6M · 1.04%
Tube Art Displays, Inc. WA$6.5M · 0.52%
Kaso Plastics, Inc. WA$6.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911091579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.