Plan Ledger DOL Form 5500 · updated monthly

Unger Enterprises, LLC401(k)

UNGER 401K & PROFIT SHARING PLAN · BRIDGEPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Unger Enterprises, LLC reported $3,843 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,392 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.

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 Connecticut (629th of 1,106), and 6,998th of 13,661 in manufacturing. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,343,077
Participants with balances130
Active participants129
Employer contributions$308,617
Employee contributions$1,010,066
Employer contribution per active participant$2,392
Average account balance$118,024
Benefits paid to participants$1,114,726
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,575
Investment management$268
Total administrative$3,843
The Unger Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$2,392
Median for plans this size$2,416

Unger Enterprises, LLC'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,575

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

Administrative cost history1
2024$3,843 · 0.03%
Same employer
Similar plansManufacturing · Connecticut
Centrix, Inc. CT$16.0M · 0.56%
Alpha Q, Inc. CT$16.0M · 0.11%
Turbine Controls, Inc. CT$15.5M · 0.23%
The Nudyne Group CT$15.0M · 0.79%
Vista Capital, LLC CT$14.3M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471994553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.